Rehmann Capital Advisory Group LLC

Rehmann Capital Advisory Group LLC

Rehmann Capital Advisory Group LLC

Overview
Date Founded

2001

Headquarters

4086 Legacy Parkway Lansing MI United States 48911-4261

Type of Company

Private

Employees (Worldwide)

35

Industries

Investment Services & Portfolio Management

Company Description

Rehmann Capital Advisory Group (RCAG) utilizes a multi-disciplinary team approach that addresses each client's financial, tax, estate, and risk management planning needs. They consider each client's investment objectives, risk tolerance, investment time horizon, account restrictions, and overall financial situation.Some of RCAG's advisors manage their own portfolios. Based on the client's investment objectives, the advisor either constructs a customized portfolio for the client or uses one of the models they have constructed and manage. Portfolios may consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts, and/or other investments.RCAG's in-house investment team constructs and monitors managed asset allocation models for their advisors. These models are diversified across various investment styles and strategies. Portfolios typically consist of mutual funds, ETFs, equities, options, and/or debt securities.Some of the programs RCAG offer use the services of third party money managers as sub-advisors. Through their relationship with Royal Alliances, RCAG can provide access to several programs under their Wealth Management Platform. The three platforms include: the Advisor Managed Portfolios Program (AMPP), the Model Portfolios Program (MPP) and the SMA and UMA Account Program.The AMPP provides comprehensive investment management of assets through the application of asset allocation planning software, as well as execution, clearing and custodial services through Pershing LLC. AMPP provides risk tolerance assessment, efficient frontier plotting, fund profiling and performance data, and portfolio optimization and re-balancing tools. Portfolios consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts and other investments.The MPP offers clients managed asset allocation models of mutual funds, ETFs, or a combination of these, diversified across investment styles and strategies. The asset allocation models are constructed by program managers such as Russell Investment Management Co., SEI Investments Management Corp. and Morningstar Associates LLC.The SMA and UMA Account Program (WMAP) provides clients the opportunity to invest assets across multiple investment strategies and asset classes by implementing an asset allocation strategy. RCAG presents the client with a WMAP asset allocation model which consists of: third party money managers who manage the WMAP account according to a particular equity or fixed income model or strategy, or no-load mutual funds, ETFs, or any combination of these. WMAP investments are managed according to the selected WMAP Model. WMAP investments are held within a separately managed account or a series of separately managed accounts or in one, unified managed account.

Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Operations Officer

Chief Compliance Officer

Principal & Managing Director

Financial Advisor & Director, Financial Planning Department

Principal & Director, Risk Management

Senior Portfolio Manager & Financial Advisor

Regional Director

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Awards & Honors
Rank #67
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #82
2014
Financial Advisor Magazine - Top RIA Survey
Rank #82
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
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