Clients have 100% transparency

Working as a custodian of assets, Schwab Institutional is an ideal partner. Schwab provides superior technology and access to both the client and to the manager. Schwab Institutional provides clients with a direct login to view account status, positions and daily activity.

The combination of Rittmann Capital Management and Schwab Institutional working together provides our clients with a 100% transparent solution.

As a client you receive every statement and trade confirmation from Schwab Institutional.

At the end of each quarter, Rittmann Capital Management provides detailed reporting on the following:

  • Market Commentary
  • Portfolio
  • Performance
  • Quarterly Management Fee

 

401(k) Rollover to IRA

Rittmann Capital Management makes rolling over an old retirement savings plan from a former employer easy for you.

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