Service Monitoring

At RCA, we understand old-fashioned client service. We also understand how to leverage technology to create precise systems that make replicating our warm personal service possible. These systems and procedures are used to ensure that our clients have a consistent experience whenever they interact with any RCA team member.

Additionally, Registered Investment Advisory firms such as RCA are required to comply with a set of strict compliance standards that are enforced by the Securities and Exchange Commission. Along with these standards, all credentialed professionals are required to comply with a code of ethics set up and enforced by industry groups such as the Certified Financial Planner (CFP) Board of Standards, Inc.

At RCA, we understand that once client expectations are set - they must be met.

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