Wealth Management
Robertson Griege & Thoele (RGT), based in Dallas and one of the top-ranked fee-only financial advisory firms in the U.S., builds customized portfolios specifically designed to meet the risk tolerance of its clients using bonds, equities, and private investments.
“We are paid entirely by our clients and aren’t compensated in any way by the sale of investment products, which allows us to pursue a course of action without conflicts of interest and promotes a higher level of trust in our client relationships,” says RGT founding partner Mark Griege, CFP®. “We value this objectivity and our independence. We control our investment list, not a desk in New York, which means we are free to choose from the entire landscape in the investment marketplace to build client portfolios.”
RGT’s carefully assembled team of specialists comprised of CFA’s, CFP®’s, CPA’s, and attorneys enable the firm to serve its clients with an unsurpassed, unique level of expertise when compared to other financial services firms. While RGT’s clients’ primary needs are investment management related, they go well beyond to provide planning and advice on most any financial decision a client will face — many of which are far more personal decisions such as how much money to leave to children or how to build a charitable plan for stewardship.
“By assisting with these issues, our client relationships become multi-dimensional, and I believe this gives us a broader platform to serve our clients at a much higher level,” Mark says.
“Because we are an independent boutique firm, we don’t have outside issues clamoring for our attention, causing us to get sidetracked. Our employees know our mission when they walk into our office each day — to serve our clients’ financial and investment needs.”
