Hospitals & Universities
RWS Financial Group uses a lifecycle investment approach to manage retirement accounts for Faculty and Staff at healthcare and educational institutions in Michigan and across the country.
Our clients choose to work with us because:
- We are independent and unbiased
- We know your retirement accounts in-and-out
- We use proprietary model portfolios
- We have investment committee oversight
- We align your portfolios to meet your goals
- We review and rebalance accounts quarterly and monitor daily
- No minimum account balance is required
- Direct breakpoint billing makes us affordable as well as convenient
- We provide a personal financial portal to organize and consolidate your accounts
- Our team is accessible Monday through Saturday 7:00am-8:00pm
- We offer one on one in-service meetings as well as group educational events.