Our History
We opened our doors in 1988 with two clients. Today, we manage approximately $2.5 billion in assets for more than 500. Our mission remains the same: to be a complete financial resource for our clients.
1990
RCG Starts Investment Management
In 1990, at the request of a client, investment management is added to RCG’s practice.
Read RCG’s 7 Investment Fundamentals.
1996
First Meeting With Organizers of Zero Alpha Group
In 1996, Mike Davis meets with the organizers of Zero Alpha Group (ZAG), a small network of wealth management firms committed to serving clients in a fiduciary capacity.
RCG remains a committed member of ZAG to this day. Read more about Zero Alpha Group.
2008
RCG Obtains CEFEX Certification
In 2008, RCG obtained its first certification from the Centre for Fiduciary Excellence (“CEFEX“), an independent certification organization that helps determine trustworthiness of investment fiduciaries.
RCG has renewed its CEFEX certification every year since 2008. Read more about CEFEX.
2015
RCG Supports First Victory Cup Initiative
In 2015, RCG announces sponsorship of the newly established Victory Cup Initiative, a ‘shark tank’-style philanthropic endeavor that helps equip Central Florida nonprofits with the opportunity to learn how to adequately communicate their unique stories and win cash prizes to help further their mission.
RCG is proud to continue that sponsorship today.
Wealth management for wherever life takes you.
Want to retire in the tropics? Establish a trust to keep your family protected? Work with someone who’s been there. We’ll match you with a financial planner that understands your life goals.
Call Christine today at (407) 992-7180 to get started.
Your Ideal Life
Information
Contact
Phone: 407-422-0252
Fax: 407-649-8795
301 East Pine Street
Suite 600
PO Box 4930
Orlando, FL 32802‑4930