Rice Wealth Management Group, INC.

Rice Wealth Management Group (RWMG) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. RWMG creates an Investment Policy Statement outlining the client's situation and constructs a plan to select a suitable portfolio. RWMG may also direct clients to third-party investment advisors, conducting due diligence to ensure proper licensing and reviewing their performance. RWMG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.