Engineering custom asset management solutions

R. N. Croft Financial Group Inc. is a boutique portfolio management company, providing fully customized discretionary asset management to discriminating investors.

Our investment approach combines low cost tax-efficient indexed investment strategies, with targeted active management, and sophisticated options techniques to maximize client returns at any risk level.

Our portfolio processes are unique, flexible and comprehensive.  More ...
 
 

 
CORE PORTFOLIOS The Croft Core Model Portfolio Mandates
Details, fact sheets
CORPORATE CLASS PLATFORM A tax-efficient, discretionary asset management service
Manager Select Program  Pool
Calculator
Active Management Portfolio Program 
Active Portfolio Program 
MARKET MATCH PORTFOLIOS A set of passive, low-cost, user-friendly quality portfolios
Information, contact
GAInS PORTFOLIOS
Global tactical asset allocation portfolios
Details, fact sheets		  GAInS Monthly 
 Update 
FINANCIAL PLANNING
Comprehensive financial planning services
Description, Portfolio Tools		  Free 
 Analysis 
CUSTOM PORTFOLIO SERVICE Customized efficient portfolio solutions
Information, contact
CLIENT DOCUMENTS Annual Client Survey
Investor Profile Questionnaire
E-Statement Enrollment Form
Client Relationship Disclosure Document
Managed Investment Account Agreement
                             
Financial Planning
 * FP Newsletter 		Corporate Class
Platform		 Quarterly
Commentary
PORTFOLIO TOOLS
Portfolio Management Models/Simulations

CROFT COMMENTARY
Market, Quarterly

OTHER
Benchmark Articles, Books
  Active Mgmt Pools
More Info
  RealWorld Benchmarks
Details

Listen Up!
Mark Taucar, CFA
Portfolio Manager

"Asset Management
In the Age of Opacity"

Options Blog
PREVIOUS APPEARANCES:
JULY 19
JUNE 19
* Help for financials may
hold opportunities
* Fixed-income can increase returns and decrease risk
Other Links:
 
 

 
Protect Your Nest Egg
Eric Kirzner and Richard Croft


Includes information on:

      
Master Your Retirement: How to fulfill
your dreams with peace of mind
Doug Nelson, MFA, CFP, CLU

Includes information on:

o Income Trusts
o Active Investing
o Indexing
o Hedge Funds
o Portfolio Benchmarks
o and more!
o The five important phases to retirement
o The 10 critical dos and don?ts
o The difference between income needs and lifestyle wants
o The difference between guaranteed and variable income sources
o How timing your retirement can influence success and failure
o How to get the most in government benefits all year long
o Prepare for the inevitable ?roadblocks? that all retirees encounter
o Maximize the legacy you leave your heirs
o Achieve peace of mind and live the life you want to live
 

 
 
 © R.N. Croft Financial Group Inc.  All Rights Reserved. Contact Disclaimer