Rabe Investment Consulting Group

Rabe Investment Consulting Group, LLC is a registered investment adviser founded in July 2021, owned by Michael N. Rabe, CFA. The firm offers investment management and financial advisory services to individuals, high net worth individuals, foundations, businesses, and corporations. RICG operates under a fiduciary standard of care, providing a holistic approach to personalized service. The firm's active portfolio management style includes a wide range of global investment choices, utilizing quantitative analysis to screen for undervalued securities. RICG offers discretionary and non-discretionary investment and wealth management services, tailored to each client's needs and goals. The firm also provides financial planning and consulting services, including cash flow analysis, estate planning, tax planning, and retirement plan consulting. RICG manages over $102 million in regulatory assets under management on a discretionary basis. Fees for wealth management services range from 1.0% to 2.0% annually, based on assets under management. The firm does not charge performance-based fees, requires no minimum initial investment, and does not vote proxies on behalf of clients. Clients retain responsibility for voting proxies and receive account statements directly from the custodian. RICG does not have any disciplinary information to report and does not engage in soft-dollar relationships.