Rappaport Reiches Capital Management,

Rappaport Reiches Capital Management, LLC is an independent investment adviser founded in 2005 by David Rappaport and Shari Greco Reiches. Based in Skokie, Illinois, the firm offers financial planning and investment management services to individuals, families, and non-profit organizations. Their investment strategy focuses on constructing diversified portfolios using passive and index-related institutional funds, aiming for long-term performance, broad diversification, consistency, low cost, and tax efficiency. The firm's team includes experienced professionals such as Shari Greco Reiches, David Rappaport, and Stephen Reiches. Services provided include financial planning, discretionary investment management, and advice on insurance and retirement plans. The firm manages approximately $1,130,000,000 of clients' assets on a discretionary basis for around 425 clients. Fees are based on a tiered structure, starting at 1.25% for the first $500,000 and decreasing for higher asset levels. Clients have investment discretion, allowing the firm to make decisions on their behalf. Rappaport Reiches Capital Management does not charge performance-based fees, and they provide services to individuals, families, and not-for-profit organizations. The firm's investment strategy emphasizes asset allocation, passive investing, and the use of mutual funds and ETFs from Dimensional Fund Advisors LP and The Vanguard Group, Inc. Clients maintain exclusive responsibility for voting on proxies and other shareholder communications. For more information, contact Stephen Reiches at 847-832-0050 or [email protected].