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.