Rapport Financial, Jewish Financial Advisor Team in San Francisco, CA!
Why Rapport Financial?
1. Management team has extensive experience in the wealth management industry advising individuals and families with over $500mm in assets. Having worked at both large banks and boutique advisory firms, we’re able to leverage the best of both worlds for our clients.
2. Independent Institutional Quality investment offering tailored to your unique situation. Rapport’s investment offering consists of institutional quality investments and asset managers. Our business model allows for clients to receive an offering previously accessible only by the ultra-wealthy.
3. Boutique Practice where our role is to act as your personal chief investment officer (CIO). Have a question about mortgage rates, long-term care insurance, life insurance, retirement, business lending, or tax minimization strategies? As your trusted advisor, we don’t limit our advisory services to the assets we manage.
4. Fiduciary. Rapport is a fiduciary. We are legally required to put our clients’ financial best interests first. As an independent registered investment advisor we are not compensated to sell investment products. This model allows for our interests to be fully aligned with those of our clients.
5. Established Professional Network. Over the years, Rapport has developed relationships with some of the most recognized professionals in the fields of tax and estate planning, investment research, asset management, banking, and risk management.
What are the three steps of your process?
<1. Assess Risk Tolerance. Build Rapport.
Initial meetings are designed to obtain a deep understanding of a client’s investment mindset (views on risk), investment approach (views on loss) and investment purpose (who/what they are investing for).
During this initial stage of discovery, which we call building rapport, we focus on defining a client’s life priorities and goals.
We then have clients complete a risk assessment to determine their risk number, a quantitative way to pinpoint how much risk they want, how much risk they need to take to reach their goals, and how much risk they have in their overall portfolio. The old way of stereotyping investors risk tolerance based on their age just doesn’t work , because every investor is so different.
2. Financial Planning and Analysis
Planning is the most critical element of wealth management. During this step, we work with you to provide a well thought out plan of action that will help you get the most out of your finances for years to come.
Just as investors in a business expect the management team to have a solid written plan to demonstrate an effective business strategy, investors in a fiduciary arrangement are entitled to expect a well thought out written plan for long term financial success.
Leveraging our State-of-the-Art Financial Planning Software we take you through the 7-Step Financial Planning Process designed by the CFP Board, leaving no stone unturned.
3. Portfolio Construction and On-Going Management.
The third and final step is recommending and implementing the investment portfolio with client-appropriate risk parameters. The process doesn’t end with portfolio implementation. As a fiduciary, we continue to monitor your portfolio and perform the following services, always putting your financial well-being first.
Discretionary Asset Management
Manager and Strategy Selection
Cash Management
Asset Allocation
Portfolio Rebalancing
Tax-Loss Harvesting
Monitoring and Portfolio Maintenance
Consolidated Performance Reporting
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- Friday09:00 AM - 05:00 PM
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