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Our Mission Statement

How We Work

Reliance Capital Management (RCM) is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We will meet face to face to gather as much information about your personal situation to make the best recommendation for your unique situation.

Uncertainty in today's financial world can make anyone uneasy about their future. You may question; 'When will I be able to retire?', 'How can my children afford a college education?', or 'How can I lower my taxable income?' RCM believes that empowering a client with 'knowledge' is fundamental to creating a successful and comfortable environment for investing.

The secret to investing is not picking the right stock or timing the market. The key is how you divide your money between different types of asset classes: stocks, and bonds, international and U.S., corporate and government, large company and small company. If you combine these investments in the right balance, you can increase the potential for generating a higher return while minimizing risk. Strategic diversification provides greater investment opportunities for long-term investors. Often, the various stock and bond markets react differently to economic events. By diversifying across markets, strength in one sector can help offset weakness in another. If you remain invested in many different markets, you increase your chances of being in the right investment at the right time. Over the long term, these incremental gains may add up to better performance than if you try to time the market.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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