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.
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
