Rhodes Consulting Group LLC

Rhodes Consulting Group LLC is a fee‑only, discretionary investment adviser that provides personalized portfolio management and investment counseling to a small client base including individual and high‑net‑worth investors, trusts and accredited investors, as well as pension and profit‑sharing plans, charitable organizations, and corporations. The firm manages accounts on a percentage‑of‑AUM basis and generally directs custody through a major custodian.

The adviser’s process combines fundamental, technical, qualitative and quantitative analysis within a client‑oriented, long‑term and global framework; recommended holdings include domestic and foreign stocks, ETFs and REITs, and primarily investment‑grade bonds with relatively low portfolio turnover. RCG generally avoids margin and option strategies, employs cost‑ and tax‑conscious implementation, and may use inverse or leveraged ETFs tactically to hedge portfolio exposure.

Distinctive for a firm of its size, RCG’s client mix includes institutional‑type relationships such as pension plans, charitable organizations, and corporations alongside individual accounts, which is less common among independent advisers. The practice is led by a principal with decades of investing experience and an analytical background, and the brochure discloses the adviser’s use of third‑party research (including soft‑dollar arrangements) and an ongoing custodial relationship that supports its investment operations.