The Fiduciary Standard

Rice Financial Consulting, Inc. is a Fiduciary. In the Financial Services industry, a person or company that assumes a Fiduciary Duty is obligated to put clients’ interests first when making investment recommendations for their clients. Not every person or company offering financial advice assumes Fiduciary Duties or the standards of care and loyalty that accompany that responsibility.

Two team members at conference table during collaborative team meeting.

Our Core Values

Education

Regular coaching events give our clients and their guests the opportunity to learn about how markets work, the psychology of money, choosing their risk tolerance, maintaining discipline in their portfolios and much more.

Integrity

We personally invest in the same portfolios we recommend to our clients.

Collaboration

We believe in a team approach, utilizing our team members’ areas of expertise to help our clients meet their goals and objectives.

Community

We are creating a community of like-minded investors, with a focus on discipline, long term results, and verifiable returns. Our clients learn to ignore the noise so prevalent in the financial industry.