RHS Financial, LLC

RHS Financial provides investment advisory and financial planning services to a client base made up largely of individual and high‑net‑worth clients, as well as charities, trusts, estates and business entities. The firm manages discretionary portfolios (with roughly $220 million in assets under management) and combines ongoing asset‑management with financial planning offered to advisory clients.

Investment process begins with an initial interview and information gathering, uses asset allocation as a primary portfolio approach and draws on fundamental, technical and charting analysis to implement and monitor accounts; client accounts are reviewed at least quarterly and clients receive custodial statements directly. RHS Financial also operates a subadvisory program that manages portfolios for other advisers pursuant to specified strategies, currently partnered with Charles Schwab’s platform and planned for additional RIA partnerships.

Notable differences from many peers include the firm’s disclosure of third‑party ratings in its materials and its provision of educational seminars or workshops to clients or prospects, activities that the brochure highlights alongside custodial‑sponsored conferences. The firm recently expanded its ownership structure and has emphasized growing its subadvisory capabilities while providing financial planning services at no additional charge to clients who participate in its asset‑management program.