RFK Capital Management is a project-based financial planning firm located in Salt Lake City, Utah.
The firm’s strategy and philosophy is based on the following:
- The index fund is the greatest financial innovation of the last 100 years. Investment advisors should embrace index funds.
- Wealth can be packaged and managed as a simple portfolio of investments.
- The best investment advisors and financial planners have a practitioner mentality rather than a promoter mentality.
- Investment fees should meet a “reasonableness” standard and should be quoted in dollars and not as a rate.
- In the investment advisory business, candor is the best long-term marketing strategy.
RFK Capital Management was founded in January 2019 by Ryan F. Kelly. Since the firm’s founding, Ryan has completed one-time projects for over 340 clients in 42 states. Learn more about Ryan here.