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One of the unique features of RDM Capital is the direct and personal attention we offer our clients, not only in analyzing and determining their investment goals and objectives, but also in reviewing performance and altering the composition of the portfolio as the clients’ needs change. For both individual and institutional investors such changes may be necessary for a variety of reasons, including: changes in current income needs, tax considerations, changes in risk tolerance levels, and allocation adjustments between equity and fixed income investments.

The frequency and nature of communications between the client and RDM Capital depend on the mutual needs of the client and the investment advisor. A market commentary and investment outlook letter will be provided to each client on a quarterly basis. Performance and investment strategy reviews will be held whenever requested by either the client or the advisor.

Latest Firm News and Analysis:

2020

  • First Quarter 2020 Market Commentary 

2019

  • Fourth Quarter 2019 Market Commentary
  • Third Quarter 2019 Market Commentary
  • Second Quarter 2019 Market Commentary
  • First Quarter 2019 Market Commentary

2018

  • Fourth Quarter 2018 Market Commentary
  • Third Quarter 2018 Market Commentary
  • Second Quarter 2018 Market Commentary
  • First Quarter 2018 Market Commentary

 

 

Resources

  • Blog
  • Newsletters
  • Calculators

Contact Us

For more information about RDM Capital, please contact us.

Phone: (732) 576-1671
Fax: (732) 576-1674

Email: info@rdmcapital.com

263 Broad Street, Red Bank, New Jersey 07701

   

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RDM Capital Associates, Inc. (“RDM”) is a registered investment adviser located in Red Bank, NJ and registered with the states of New York, New Jersey and Florida. RDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which RDM maintains clients. RDM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration. RDM’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of RDM’s web site on the Internet should not be construed by any consumer and/or prospective client as RDM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from RDM. Any subsequent, direct communication by RDM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RDM, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of RDM’s current written disclosure statement discussing RDM’s business operations, services, and fees is available from RDM upon written request. RDM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to RDM’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users there of should be guided accordingly.

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