Corporate and Institutional Services
Richard Brothers and its affiliates offer a full range of strategies for high net worth and institutional clients. We help institutions and corporate executives by:
- Raising Investment Capital
- Managing and Directing Employee Benefit Plans (401k)
- Providing Advice and Advocacy for Plan Participants
- Third Party Administrators
See also our individual Investment Management services:
- Providing fee-based managed accounts (ProPlus)
- Devising Estate and Transition Plans for Executives
- Initiating Employee Buyouts (Transition Planning)