Our Services
R. J. Sutts & Company is a fee-only Registered Investment Adviser. We do not receive commissions or compensation from the products or services we recommend. As a fiduciary, R. J. Sutts & Company is legally and ethically obligated to always place our clients’ interests ahead of our own.
fi·du·ci·ar·y
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n. from the Latin fiducia, meaning "trust," a person who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty.
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adj. defining a situation or relationship in which a person is acting as a fiduciary for another.
1
Portfolio Mangement
Creating and managing investment portfolios tailored to client’s financial goals, risk tolerance and time horizon
2
Retirement Planning
Helping clients plan for retirement by analyzing their income needs and recommending saving strategies, including IRA’s, 401k’s and other retirement accounts
3
Estate Management
Helping clients with the planning, creation, and management of trusts and wills.
4
Small Business Consulting
Assist small business owners in selecting and establishing the appropriate business ownership structure and designing tailored retirement plans.