Rall Capital Management

Description

• Our mission is to use our more than two decades of experience to help our clients make smart decisions about their money as they go through life's transitions. Whether preparing for retirement, changing jobs, buying a new home, or putting a child or grandchild through college, all of life's transitions have a financial component. Our clients hire us because they want to focus on the life they really want to live and have confidence that their investments and financial plan are on track. We only work with a small group of select clients because our service model is based on a personal, long-term relationship. We strive for a highly personal level of service which is driven by the client's needs and expectations. We develop a financial plan for each client, helping them to design the lifestyle that they desire. Then, we work with them to implement their plan and adjust as needed as time passes. We manage their investment portfolios by utilizing a passive investment strategy because we know we can't control the markets. Instead, we control what we are able to control: risk within the portfolio; asset allocation; trading costs and other investment expenses; and tax consequences.
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  Headquarters:573 Barnes Boulevard Suite 103, Rockledge, Florida, United States

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  Phone Number: +1 321-452-1251

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  Website: https://www.rallcapital.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Rall Capital Management

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• |  NAICS Code: 523110  |

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