Client Education

RVK emphasizes client education, both through topical discussions at regularly scheduled meetings, as well as through special educational seminars for clients of all levels of investment knowledge. Seminars have ranged in length from half an hour to two days and have been presented to investment staff, retirement-plan participants, and the boards overseeing investment pools. Recent seminar topics have included: fiduciary responsibility, asset allocation concepts, benefits of active vs. passive management, ESG and sustainable investing, expanding bond portfolios to include high-yield and non-U.S. investments, REITs vs. direct real estate, and investments in alternative asset classes. We are happy to tailor an educational seminar based on investment topic and audience.

Additionally, RVK has recently introduced two educational enhancements: RVK Quarterly Investment Commentary and an educational white paper series entitled "RVK Investment Perspectives."