COVID-19 UPDATE: Our staff is available via phone, email, in-office meetings and virtual meetings during normal business hours. If you have any questions, please reach out to your RCG advisor or call 407‑422‑0252.

Read our latest communications on COVID-19

Custodian Contact

Our office will be closed the following dates during the holiday season:

  • Thursday, November 25 – Friday, November 26
  • Friday, December 10 (at 11 a.m.)
  • Thursday, December 23 – Friday, December 24

If you need immediate assistance with an urgent matter regarding your investment accounts while our office is closed, please contact your custodian directly:

Schwab Signature Services Alliance

800.515.2157

TDAmeritrade

800.431.3500