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Investment Selection

Have you ever thought about this question, “How do I know if my investment options are the best?” If you have, you are similar to many employers that for years put that question aside, because it was just too complex to figure out. The RFM Investment Process is elegantly simple and has been at the core of how RFM has served our customers.

RFM has a 22-year legacy with an in-house/proprietary investment selection process. We have continued to innovate over the years in many areas and often provide clients with ideas five years ahead of the industry. At the heart of our process, we focus on custom Asset Class Construction. We have designed this to allow employers to make more informed decisions, so they feel confident they’re offering best-in-class investment options to their employees.

Investment Selection

  • Proprietary Investment Research Process
  • Focus on Asset Class Construction
  • Utilize both active and passive management
  • Proprietary Target Date Fund Risk Assessment Tool
  • ESG Screening process