Renae Congrove

Recruiting Coordinator at RSM US Wealth Management LLC

Renae Congrove

Renae Congrove

Recruiting Coordinator at RSM US Wealth Management LLC

Overview
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Managing Partner & Chief Executive Officer at RSM US Wealth Management LLC

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Chief Financial Officer at RSM US LLP

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Chief Operations Officer at RSM US Wealth Management LLC

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Chief Compliance Officer at RSM US Wealth Management LLC

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Director & Partner-Risk Advisory Services at RSM US LLP

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Partner at RSM US Wealth Management LLC

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Partner at RSM US Wealth Management LLC

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Partner at RSM US Wealth Management LLC

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General Manager at RSM US Wealth Management LLC

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Partner Technology at RSM US Wealth Management LLC

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Renae Congrove
Recruiting Coordinator at RSM US Wealth Management LLC
Career History
Recruiting Coordinator
Tenure Unconfirmed

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. RSM's recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. RSM typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. RSM focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Other Affiliations

Renae Congrove is affiliated with RSM US Wealth Management LLC

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