The RF Investment Management Account (IMA) was designed to enable the discerning investor to build a diversified portfolio, tailored to their specific investment objectives and risk tolerances. This IMA combines sound investment advice, personalized service, and expert management.

• Four steps of “Investment Management Account” (IMA)
• Frequently Asked IMA Questions
• Global Invest

We provide retirement advisory services with a group plan that has your employees best interest at heart.

• Governance
• Frequently Asked Questions
• Fund Documents
• Pension Calculator

As soon as your child is born, you begin imagining what his or her future will hold.

You await the first word, watch for the first step, and try to envision what they will grow up to be. Whatever that is, it’s likely to require a college degree. So as your child takes the first steps toward the future, it’s important that you take the first steps toward seeing that a college education will be a part of it.

• Investment Options
• Frequently Asked Questions

RF’s pension experts designed this account for new and existing retirees with lump sums of $100,000 or more wanting to safeguard or grow their money. The Account is a flexible term investment product, providing an attractive alternative to an annuity; however, it may not be suitable for all investors.

• What is the difference between the Personal Retirement Account and an Annuity?

Introducing the employee benefit that will put you miles ahead of the competition. The perfect addition to any executive benefits package or a powerful display of how highly you value your team, the RF Group Provident Plan is for the employer that makes financial well-being a priority.

We provide retirement advisory services with a customized personal pension plan for those who want to supplement their current pension plan or do not have a company-sponsored pension plan or an individual retirement account.