CASE STUDIES

The Entrepreneur

Industry: Start-up's

OM was a successful management consultant when he decided to go off on his own and pursue his own technology start-up. He came to us in the early stage of his planning. OM knew that a new venture would consume a great deal of his time, and he wanted to ensure that his retirement planning wouldn't skip a beat. He also wanted to make sure that an independent third party would be able to provide a second set of eyes over his finances to make sure he maintained adequate liquidity.

RGA Value Add

Fortunately, we understand entrepreneurs better than other advisors. We gained a comprehensive understanding of OM's financial circumstance, and through both ongoing communication with OM through our proprietary software, we quickly became his trusted business advisor as well as investment manager. We maintained an appropriate and disciplined investment approach by structuring OM's retirement portfolios to compliment his business pursuits. And we have successfully organized his other assets into relevant 'buckets,' ensuring that he doesn't subject undue risk to his hard-earned money.

RGA Advisors, LLC: Financial Advisors and Consultants

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