Our vision
To help our clients feel confident pursuing their financial goals and endeavors.
Our community
We are proud to announce the non-profits and religious organizations that we currently support. We are open to donation matching opportunities. Give us a call to discuss!
"The best time to plant a tree was 20 years ago. The second best time is now."
Chinese Proverb
Our Practice
Don't settle for impersonal advice!
At the Rabe Investment Consulting Group, we believe that your investments should reflect your values. Our team provides the utmost in quality services as we build and maintain unique Financial Plans and implement one of a kind Investment Portfolios. We partner with the best in the business so that you can feel confident and secure while keeping an eye on your progress.
Our mission is to guide our clients through the changing financial landscape and prepare them for the future. Keeping your values front and center, we develop savings plans, investment strategies, and advice tailor made to your unique goals.
Please give us a call so we can see if we can help you!
Learn More
We strive to provide white glove service to a select group of clients. Our goal is to make sure all of our clients feel confident in their financial future.
Our Team
Michael N. Rabe, CFA
Michael crafts unique portfolios for each of our clients; other CFA Charter Holders are typically found on Wall Street investing for Hedge Funds.
Amanda E. Crighton, CFP
Amanda helps our clients with short term and retirement planning to reach financial goals with confidence.
Shreya Sharma
Shreya helps solve our clients' day to day concerns.
How Can We Help You?
Advisory Services
Retirement Planning
Retirement Planning
For our select group of clients, we offer advice on all money matters.
Retirement Planning
Retirement Planning
Retirement Planning
Helping provide our clients with income for life.
Portfolio Management
Portfolio Management
Portfolio Management
Curating investments that match your goals and values.
Giving Back
Portfolio Management
Portfolio Management
We provide matching opportunities for your worthy causes.
Frequently Asked Questions
Please reach us at Info@RabeICG.com if you cannot find an answer to your question.
When our clients trust us with their savings and investments, we make ourselves available. We offer a series of onboarding meetings which can be held virtually or in-person where we focus on getting to know each client.
Once we are up and running, we are available via phone call or email virtually anytime. Ask us any question with a dollar sign attached.
While many clients prefer to meet more often, we hold meetings at least annually for each client.
Yes. Both by conviction and by regulation. We believe that the best way to get business and keep business is to do right by our clients. Further, as a Registered Investment Advisor overseen by the Securities and Exchange Commission, we are legally required to act in the client's best interest.
A Fiduciary is a person or company who has the responsibility to manage your money or property on your behalf and has the legal duty to carry out that responsibility in your best financial interest. The standard of conduct for a Fiduciary Professional is stricter than that of another business or sales person.
Put simply, it is a commitment to putting your interests ahead of ours.
A CFA, or Chartered Financial Analyst, is the gold standard of investment credentials. A Charter Holder has a mark of distinction and a strong foundation in advanced investment analysis and real-world portfolio management skills.
A Charter Holder commits to a Code of Ethics and Standards of Professional Conduct above and in addition to regulatory standards. Among other commitments, this includes specific duties to clients of:
- Loyalty, Prudence, and Care
- Fair Dealing
- Suitability
- Performance Presentation
- Preservation of Confidentiality
For 50 years, the CFP (or Certified Financial Planner) has been the standard of excellence for financial planners. CFP professionals have met extensive training and experience requirements, and commit to the CFP Board's ethical standards that require them to put their clients' interests first. Partnering with a CFP professional gives consumers confidence today and a more secure tomorrow.
We take a Balanced approach. We use a proprietary model based on quantitative principles to evaluate and rank companies from the bottom up. We believe that each investor is unique and relying on generalized guidelines can overlook important details. That is why our strategy conversation centers around your experience, needs, and risk appetite.
We have a variety of solutions for clients in a variety of situations. Whether you are looking for a solution for your first rollover, wondering if you're on track for retirement, or looking to build and manage your wealth through direct investing, we have a solution for you.
We are a fee-only advisor. While we offer a variety of services, education, and advice to our clients, we are simply compensated based on a percentage of the assets you trust with us. No hourly, trading, account or hidden fees of any kind.
Contact Us
Contact Us
Better yet, see us in person!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Rabe Investment Consulting Group
4199 Kinross Lakes Parkway, Richfield, Ohio 44286, United States
Hours
Open today | 08:30 am – 05:00 pm |
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