Investment Services

Welcome to your golden era of wealth creation.

Our focus is to help Range members achieve their financial goals by recommending investments that are specific to their situation. Working alongside our planning team, we’ll help you understand where you are invested and why, without the jargon.

Reaching your greatest potential starts with a strong investment strategy and a world-class team  to help you execute it.

Investment Planning

Work with our team of Financial Planners for ongoing support, portfolio analysis and investment recommendations.

Portfolio Analysis

We'll review your current portfolios to make sure they are suitable for your situation.

Investment Recommendations

Are you a DIY investor? Our team can help design your portfolio, but you'll handle the implementation.

Ongoing support

Whether you have questions about your retirement account or crypto—our advisors will provide unbiased advice and education.

Investment Management

*0.25% annual management fee

Let us do the heavy lifting and manage your assets for you. Full-service investment management crafted by our team and customized to achieve your goals.

We are a team of fiduciary advisors

We’re not a robo-advisor and never earn a commission. Instead, we select, trade, monitor and rebalance a portfolio that reflects your unique needs, not ours.

We believe in trust and transparency

We invest according to your risk preferences and ensure you clearly understand your portfolio and its associated risks.

0.25% annual management fee

In addition to no investment minimums, we are transparent about our 0.25% annual management fee. This is a fraction of any traditional advisory firm. We believe everyone should have access to expertly crafted investment strategies.

Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge

How does it work?

Our financial advisors will:

  • Determine your ability and willingness to take investment risk (risk profile created with TIFIN Wealth)
  • Analyze your current portfolio and contributions
  • Evaluate any misalignment between your risk profile, financial goals, and current strategy
  • Prepare and present any proposed changes (i.e. improve diversification, change your contributions, combine accounts, etc.)
  • Manage your investment accounts (*available to all members for an additional fee)
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How often will this be updated?

Our team will complete a full review of your investment planning strategy when you get started with us and help you proactively monitor along the way. However, if there is a significant change to your financial situation, please reach out and we’re happy to adjust your plan accordingly.

Please note: for those members who have entrusted Range to manage their investments, your managed accounts are monitored on a daily basis and periodically updated based on portfolio manager discretion.

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Key planning features

Your Range financial planners have access to a full suite of industry-leading portfolio analytics tools to complement the investment planning process. Once we capture the data needed for your specific situation, we will populate your profile with some of the key features. That way you can access critical details of your investment plan without having to comb through your multi-page comprehensive financial plan or your investment policy statement.

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Example Recommendations

Investment Recommendation Example

Purchase I-Bonds

I-bonds are government-backed savings bonds that adjust with the rate of inflation. Since you already have a substantial cash runway and no consumer debt, we recommend investing your $10,000 in excess savings into I-bonds given the current elevated interest rate (6.89%). You can set up an account at no cost here: Keep in mind, redemptions cannot be made within the first 12 months and you’ll be penalized three months of interest for any redemptions made prior to 5 years.

Investment Recommendation Example

Change your investment mix

Since your taxable brokerage account is currently in a loss position (cost basis < portfolio value) this is an opportune time to reallocate your portfolio without triggering capital gains taxes. We recommend selling ABC mutual fund and XYZ mutual and buying 60% Stock Market ETF and 40% Bond Market ETF. This change will increase your portfolio diversification and reduce investment costs.

Still have questions?

Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form.

You can also call or text us now at 917-727-2313