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RGT Capital Management, Ltd.

Investment Management Firms

Description

RGT Capital Management, Ltd. provides financial planning and investment management advisory services for individuals and families. It offers wealth management services in the areas of personal budgeting and cash flow, bill processing, personal financial statements, life and disability insurance consulting, financial independence planning, estate planning and wealth transfer, education, and specific goal/need planning, foundation management and charitable giving, and business investment analysis and succession planning, as well as investment due diligence, management, and portfolio construction. The company also provides advice on individual stocks, bonds, and separately managed equity accounts, as well as on the use of no-load and low-load mutual funds. The company was founded in 1985 and is based in Dallas, Texas with an additional office in Newport Beach, California.

Corporate Address

5950 Sherry Lane Suite 700 Dallas, TX75225 United States of America

United States of America

214-360-7000

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