Maggie Root

Functions as a College/University

RKL Wealth’s investment process is highly customized for individual clients, and begins with consolidated asset management, which includes reviewing a client’s overall financial situation to understand their financial risks and recommending strategies that are based on specific personal, business and estate planning objectives. From there, the investment management process employs strategic asset allocation to determine long-term allocations to available asset classes based on personal risk tolerances, time horizon, and income needs. Once an appropriate asset allocation is determined, portfolios are created to reflect the corresponding mix of asset classes, and may include individual stocks and bonds, equity ETFs, and/or mutual funds.