Personalized Wealth Management Aligned with Your Financial Goals
At RDG Capital Management, we provide Private Wealth Management services designed to help clients address their financial needs through customized strategies. Our disciplined, client-focused approach emphasizes long-term planning, cost efficiency, and tax awareness—key elements in helping you work toward your financial objectives.
Our portfolio manager, Mark Armbruster, employs academically grounded investment principles to develop strategies intended to support clients’ long-term objectives. We are committed to transparency, fiduciary responsibility, and helping clients make informed financial decisions.
Our Strategies
01.
A Holistic View of Your Financial Life
We don’t manage investments in isolation. We take the time to understand your full financial picture and serve as a resource for all aspects of your financial decision-making.
02.
Evidence-Based Portfolio Design
Our portfolios are built on academically grounded, quantitatively driven investment principles. We customize asset allocations using broad diversification and proven research to support long-term goals.
03.
Personalized Risk Management
Each portfolio is tailored to your individual situation, balancing risk and return. We incorporate factor-based investing and diversified alternatives—without relying on hedge funds or private equity—to help manage market volatility.
04.
Tax-Aware Investment Strategies
We prioritize tax efficiency by selecting appropriate investment vehicles and employing asset location techniques—placing the right investments in the right types of accounts. We also offer proactive, year-round tax-loss harvesting to help reduce your tax burden.
05.
Integrated, Long-Term Financial Planning
We go beyond investment management to deliver comprehensive financial planning. This includes retirement and estate strategies, and coordination with your tax, legal, and other professional advisors. Our goal is to provide a unified, evolving plan that helps you make informed choices and pursue your financial goals with confidence.
Partner with RDG Capital Management and Experience the Difference
Looking for more information? Get in touch with us today!