RCM Investments
American Fork, UT
RCM Investments Joins Forces with Merit Financial Advisors Effective May 30, 2025.
We are excited to announce the next phase of our firm, the merger of RCM Investments and Merit Financial Advisors. Our same team, local office, and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our RCM team here or call us at (801)-221-7923.
About RCM Investments
RCM Investments is an SEC-registered investment advisory firm providing wealth management services to individuals and institutions across the nation. RCM specializes in the construction and management of customized investment portfolios. Trust and transparency are the two core principles that distinguish our company from other investment firms.
Our investment services focus on the design and management of investment portfolios matched to the targeted return objectives and risk tolerance of our clients. Emphasis is placed on broad diversification within asset classes, on-going analysis of investments, and minimization of taxes and transaction costs.
At RCM, we recognize our clients represent our most valuable asset, and maintaining healthy relationships is paramount to our continued success. We believe many of our clients find comfort in our approach and we strive to continuously search for the best investment options.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
We seek to enrich your life by striving together toward financial freedom, wellness and confidence in decision making.
Resources
We’re here to guide you in enhancing and preservation your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
