Rabe Investment Consulting Group

Rabe Investment Consulting Group provides investment management and financial planning and consulting to individuals (including high‑net‑worth clients), families, trusts, charitable institutions, foundations, and corporations, offering both discretionary and non‑discretionary portfolio management. The firm also advises on certain held‑away products, including variable life insurance and annuity contracts, and works with employer‑sponsored retirement plans as part of its services.

RICG describes a holistic, fiduciary approach and an active portfolio management style that uses quantitative screening to identify undervalued individual securities as a core, then surrounds that core with ETFs and mutual funds for diversification and risk management. The firm combines active and passive strategies, emphasizes tax‑efficient, risk‑adjusted asset allocation, and may engage independent managers for portions of client assets to align portfolios with clients’ cash‑flow needs and risk profiles.

Noteworthy aspects that set RICG apart from many peers include providing complimentary client newsletters and operating a wrap fee program for portfolio management—both items the firm discloses explicitly and are relatively uncommon among similar advisers. The firm also highlights negotiated brokerage and custodial arrangements (Trade‑PMR/First Clearing) to access institutional trading and custody services and an ability to advise on held‑away insurance and annuity products alongside its use of independent managers.