RAC Strategic Partners is a registered investment advisor founded in December 2025 and led by Gabriel F. Freund. The firm provides personalized investment management on a discretionary basis, utilizing a tactical allocation strategy to reduce risk and enhance performance. Services include retirement income planning, comprehensive financial planning, outsourced chief investment officer services for institutional entities, and selection of third-party money managers. The firm's investment approach incorporates fundamental, technical, and cyclical analysis, and may utilize exchange-listed securities, mutual funds, exchange-traded funds, active fund managers, options, and alternative investment funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range from 0.50% to 2.00% per annum depending on the type and complexity of the strategy and the size of the account or relationship. Fees are negotiable.