Trust



We pride ourselves on being a business partner our clients can trust. We recommend investment strategies and managers solely on their merits and deliver objective, informed, and unbiased advice. We believe that the only way to deliver unbiased advice is to eliminate conflicts of interest in our business model:

  • 100% of our revenues are from direct consulting fees paid by our clients in return for services rendered.
  • RVK does not provide any services for compensation to organizations that RVK evaluates for its other clients, thereby creating a potential conflict of interest.
  • RVK has no proprietary asset management products and no soft dollar arrangements.
  • We receive no commissions, fees, or rebates from managers, OCIO providers, or other operational vendors.
  • Our firm maintains a comprehensive Code of Conduct and Ethics Policy and a Compliance Manual to which all employees receive mandatory training, agree to in writing, and provide regular reporting to monitor compliance.
  • We are 100% independently owned and managed by our employees, and we have no outside investors or a parent company that can influence our business practices.
  • Our primary purpose is to exceed the expectations of our clients.