FINRA's BrokerCheck

Asset Management

Diversification with a purpose. Rehmann Financial is committed to blending solid financial planning and an understanding of each client’s goals into developing an appropriate investment strategy. Rehmann Financial has a team of investment strategists called the Capital Management Group who believe diversification remains a crucial factor in investment success. This team supports its financial advisors to help give clients strategies designed to meet individual needs and tolerances. Attention must also be given to the underlying investment instruments and strategy in order to properly diversify. We seek to diversify our portfolios across:
  • Market instruments
  • Asset classes
  • Geographical locations
  • Strategies

Risk exists with participation in any market and cannot be eliminated. However, we believe that risk can be minimized. When reviewing available investment options, we choose to place a significant emphasis on risk metrics in order to limit the risk of loss as much as possible.

We seek to add value by diversifying our portfolios across multiple asset classes and investment strategies and selecting investment vehicles with excellent qualifications. We employ a proprietary review process at both the quantitative and qualitative levels for the asset allocation and investment selection, while focusing on risk throughout the entire process.

Strategy Team:

Investment Research & Due Diligence

Narrowing down the overwhelming options available. The Capital Management Group searches the investment marketplace—evaluating money managers and their investment approaches, styles, products and performance—to deliver an impressive selection of investment options. This process gives all of Rehmann’s financial advisors more to offer clients.

We have adopted a thorough approach to reviewing and analyzing investment options. Fifteen specific criteria are used to evaluate equity managers and 19 are used for fixed-income managers. When appropriate, we also utilize the expertise of Rehmann Corporate Investigative Services to provide thorough due diligence on the selective money managers.

Our investment solutions. Based on analytics, strict due diligence and advanced portfolio construction techniques, our advisors strategies are the result of a prudent and forward-looking philosophy:

  • Use impartial, independent research to aid in the management review and portfolio construction process
  • Grant access to a broad range of premier investment managers who are carefully vetted and held accountable for their performance over time
  • Offer true diversification through the use of alternative as well as traditional investment products

By putting advisors and clients in touch with an uncommonly broad selection of institutional-caliber investment options, the Capital Management Group can play an integral role in helping your advisor choose the right manager and investment strategy.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Thought Leadership

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members