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In 1988, CEO and Founder Mike Davis set out to create a firm that would serve as a financial resource to his clients and push against conventional investment management. He knew there had to be a better way.

At Resource Consulting Group, we believe that better way is more than just an academic approach to investing. It’s our focus on our clients’ best interests and overall wellbeing. Decades later, our purpose remains the same. We are fiduciaries and you are why we exist.

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In the News

Podcast | Your Brain On Money: How to Make Better Financial Decisions

On episode 23 of the Investors First Podcast, Resource Consulting Group Co-Chief Investment Officer Frank Garcia, CFA, interviews Dr. Daniel Crosby, a licensed psychologist who provides a unique lens into decision-making around money.

Featured Article

Roth IRAs: Could You Benefit from a Conversion?

Roth conversion questions are bubbling up with the concern that personal tax rates will be higher in the future. While we can’t predict when taxes may go up, they are certainly the lowest they’ve been in many years. So, it’s natural to wonder: What circumstances might make a Roth conversion beneficial? read more

Apr 12 2021
Quarterly Commentary, Q1 2021
The first quarter saw equity markets continue their strong run following the lows reached just over a year ago. Domestic small and small value stocks led the way again this quarter, returning 12.70% and 21.17%, respectively (per the Russell 2000 / 2000 Value).
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Mar 01 2021
Making Sense of Bitcoin
Bitcoin is now the hot topic of conversation after taking a backseat to GameStop and Reddit a few weeks ago. Bitcoin recently traded higher than $50,000 per coin!
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Jan 29 2021
Stop Chasing Shortcuts
“This One Simple Trick Makes Everything Faster and Easier.” That was the title of a blog post by author Seth Godin in September 2019. How many times have you seen a headline like that, especially on social media platforms?
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