Our Approach

River Glen is an investment advisory firm for business owners, corporate executives, and professionals. We offer comprehensive financial planning and investment advice to accredited investors. Our divergent investment approach attempts to limit volatility while providing the potential opportunity for high growth in private placement securities.

At River Glen, three practices are at the core of our business:

• Commission Free Service: If you went to your doctor and found that she was selling you a product for a commission, would you trust her advice? Unfortunately, many financial advisors sell products for commission and therefore struggle to put their clients first. At River Glen, we’re compensated for our brain power, not for the products our clients buy.
  
• Team-based Wealth Counseling: We coordinate advice from a variety of experts including accountants, estate lawyers, and investment specialists.  However, the most important member of our team is our client. Since comprehensive financial planning requires time and input from our clients, we expect you to partner with us throughout the assessment and implementation process.
  
• Divergent Investing: Has the “buy and hold” philosophy really worked for you? We believe that over the past 20 years, many investors might have done just as well with lower risk investments, and suffered fewer sleepless nights.  With our divergent investment policy, you may be able to have it both ways: invest most of your money in lower risk equities and invest a smaller portion of your portfolio in high risk private businesses that have the potential for a high return.

“…The only way we are compensated for the work we do is from the client not from a product manufacturer, not from a distributor…”