Review Services Inc

Review Services, Inc. advises primarily individual clients—including both high-net-worth and non-HNW households—and also works with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers both consulting (retirement, estate, tax, insurance, and broader financial planning) and ongoing asset management, with consulting engagements producing written reports when requested and clients free to implement recommendations through providers of their choice.

RSI’s investment work combines a consultative planning process with portfolio oversight, applying fundamental and technical analysis and generally favoring a long-term buy-and-hold orientation while using mutual funds and ETFs when appropriate. Accounts are managed and monitored with regular reporting, but RSI primarily provides asset management on a non‑discretionary basis—clients generally retain trade authority and must approve transactions, aside from limited handling of cash balances and money‑market allocations.

What is distinctive about RSI compared with many peers is its scale and operating model: a three-advisor firm with roughly $189.2 million reported in non‑discretionary assets under management and long tenure in practice (advisory services since 1991). The firm recommends an institutional custodian and receives certain operational benefits from that relationship, and it notes operational practices (including access to client account credentials for trade entry and surprise audit procedures) that can affect oversight and regulatory treatment.