Making Clients’ Lives Better Since 1983                              

About RTD

  • Philosophy of independence
  • Fiduciary excellence
  • 35-year heritage

Financial Life Planning™

  • Defining your priorities
  • Shape your plan 
  • Free yourself

Investment Management

Investment Management

  • Personalized strategy
  • Efficient management  
  • Opportunistic approach 

Employer Retirement Plans

  • Fiduciary best practices
  • Managed portfolios
  • Monitoring & oversight