Resources Management Corp provides personalized investment management services to individuals, families, institutions, corporations, and municipalities. Founded in 1979 and located in West Hartford, Connecticut, Resources Management Corp builds custom portfolios combining equities and fixed income securities tailored to each client's specific objectives and risk tolerance. The investment process begins with understanding the client's needs, followed by strategic asset allocation to determine the appropriate blend of money market funds, fixed income, and equities without engaging in market timing. Resources Management Corp operates as a registered investment advisor and acts in the client's best interest when providing retirement advice. Accounts are held by independent third-party custodians such as Fidelity or Charles Schwab, and Resources Management Corp manages assets on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
General fee structure is 1% for the first $1,000,000 of assets managed and is reduced as asset values grow. Fees may be negotiable.