RNP Advisory Services, Inc.

RNP Advisory Services, Inc. is an independent, fee-based investment advisory firm focused on providing financial, retirement and business planning expertise to a select group of successful individuals and business owners. By understanding the lifetime goals of our clients we provide a comprehensive and integrated approach to their investment and planning needs. The RNP team of principal advisors and service staff together has more than 130 years' experience working as strategic partners with our clients to establish lifelong professional relationships. Managing over $300 million, as of 12/31/2015, in diversified portfolios and specific investments, our professionals combine institutional quality management, discipline and personalized service to plan and follow a customized strategy designed to meet each client's financial needs and goals. A prudent, disciplined process helps ensure that all aspects of a client's investment program follow a clear and well-conceived strategy. Modern Portfolio Theory is the cornerstone that supports our firm's investment approach. This Nobel Prize-winning theory introduced the mathematics necessary for investors to receive the highest return for a given level of risk, an essential part of building efficient portfolios. Our investment services are guided by an Investment Committee that includes Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory.

Website

http://www.RNPadvisory.com

External link for RNP Advisory Services, Inc.

Industry

Investment Management

Company size

2-10 employees

Headquarters

Morgan Hill, CA

Type

Privately Held

Specialties

Company Retirement Plans & Executive Compensation Strategies, Retirement Distribution Planning, Weath Management, and Endowments & Foundations