Call No. : 1-916-706-2166/ Mail Address : info@relianceinvesting.com
Individual, Corporate or Group Retirement Planning
Meet Your Financial Goals
Extensive Investment & Portfolio Management
INDEPENDENT RIA MODEL
RELiANCE Investing is an independent, state registered investment advisor (RIA); not a custodian or broker-dealer. One distinguishing characteristic of RIAs from other types of financial services firms is that your assets are “held away” with an independent, third-party custodian of your choice.
In the interest of protecting the clients’ interests, the separation of the investment management from the custodian/brokerage firm provides a system of checks and balances, allowing each entity to focus on their primary functions with fewer conflicts of interest.
This important distinction provides the following benefits to our clients: