Our strongest assets are the relationships we’ve established with our clients. Drawing on our experience and knowledge, we can offer customized wealth management advice and personalized service. We work closely with our clients to develop an investment strategy tailored to their needs. This ensures we have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
As you go through a career transition, such as a company buyout, company change or retirement, you will be presented with complex and time sensitive decisions and it is important to have trusted resources to help navigate through it. Consider us your Financial Health Project Manager. When you establish a relationship with us, we will not only guide you through these transitions but also be your point person for all of the things you will need to consider in life such as tax mitigation strategies, long-term planning, portfolio consolidation and wealth transfer. We manage your investment portfolio, help you navigate the many milestones you will face along the way and connect you with the right professionals at the right time. Our unique approach to our practice is based on providing personalized service rather than cookie cutter solutions. Our clients work directly with us to develop and implement their personal strategic plans. We monitor the portfolios on an ongoing basis, staying on top of market and economic conditions as they apply to each clients’ goals. We leverage the thought leadership and other resources available through RBC Wealth Management to provide real solutions to complex financial situations.
Kost Investment Group is pleased to congratulate Theresa Kost on her recent promotion to Senior Vice President, Financial Advisor in RBC Wealth Management's Newport Beach office. She was also selected as a member of the firm's Consulting Group. This is an exclusive group of advisors recognized for their success in building consultative, fee-based businesses. Read the full press release here.
Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »
It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.
If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
Learn more about the Kost Investment Group
May 10, 2022
Social Security: At a glance
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
November 18, 2024
Market week
May 20, 2022
Medicare Basics
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
