We think big for our clients because that’s what they ask us to do. They ask us to use our knowledge and expertise to help them accumulate and grow their wealth and prepare for a secure financial future. And could be bigger than that?
But thinking big doesn’t mean taking unnecessary risks. Not at all. Thinking big means always looking for new ways to grow wealth and protect families. Because the financial landscape is always changing and there are always new, exciting opportunities. And we don’t want to miss any of them.
We have the experience to think big.
At GFG, we’ve been in this business a long time — more than 30 years. Trust us, we’ve seen trends come and go. We’ve seen changes and innovation. We know this industry inside and out. What does that mean for our clients? It means we know how to explore and find new opportunities. It means we also know how to perfectly balance new opportunities with tried-and-true strategies to help our clients not just meet — but exceed — their financial goals.
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A veteran investor, Rick joined RFG in 2016 to build an institutional-caliber, client-focused investment platform. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an investment program focused on bringing that level of service to you. He works one-on-one with our Advisors and their clients to construct customized portfolios that help meet their goals, as defined by their definition of success. There is no one-size-fits-all approach.
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Prior to joining RFG, Rick spent 12 years at Bain Capital Credit where he rose through the ranks to become Executive Vice President, Head of Fixed Income Consumer Investments and Assistant Portfolio Manager. Rick played an instrumental role in helping Bain grow to become a global investment powerhouse, serving client assets in excess of $30 billion.
Managing portfolios through the volatile markets of 2001 and 2008, Rick experienced firsthand the importance of portfolio diversification and the tradeoffs between risk and portfolio return. He applies those lessons learned to managing our clients’ money today.
Rick graduated from Harvard University, Magna Cum Laude, in Applied Mathematics & Economics. He is also a Stanford Graduate School of Business MBA and was awarded Henry Ford II Scholar for highest academic achievement in his MBA class.
As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.
