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WHO WE ARE
Built on integrity and expertise, The Ruppert Team leverages a unique blend of knowledge and experience to discover the true potential of our clients' wealth. Roy Ruppert, head of The Ruppert Team, has over 35 years of financial experience, and has spent his career delivering holistic investment advice to high net worth clients and their families.
WHAT WE DO
Throughout the years, we’ve found that our clients have come to the same conclusion we have: that it’s less about the figures, and more about the purpose of their wealth and legacy.
As an Investment Advisory Team, we have worked with a diverse range of clients to help them build and protect their wealth. Through dedicated personal service, we devise a custom-tailored, pension-style wealth strategy that addresses all aspects of our clients’ finances, including income, life transitions, lifestyle requirements, liquidity, taxes, and business needs.
In addition to active portfolio management, we offer a range of holistic wealth management services including retirement planning to optimize your estate and minimize tax liability.
OUR INVESTMENT PHILOSOPHY
We want our clients to feel empowered and confident in their financial future, which we believe starts from the beginning – with communication, transparency, and value.
The investment process can prove to be overwhelming which is why we focus on educating our clients across all areas of their finances. We take the time to explain our recommended strategies and why they’re suitable as well as economic and market outlooks that may affect our clients’ portfolios. By spending time to develop our clients’ understanding, we can help them feel empowered with newfound knowledge which ultimately limits the desire to make impulsive investment decisions.
Our pension-style investment strategies tend to be long-term and conservative in nature, with an emphasis on preserving capital for long-term growth. When assessing new investments for our clients’ portfolios, we evaluate opportunities from a fundamental and technical perspective. While our asset classes remain consistent across all portfolios, the allocations will vary to align with our clients’ objectives and level of risk comfort.
