When you become a client of Retirement Corporation of America—you have the potential for increased comfort and confidence:
You Have Confidence and Certainty
As our client, you can take comfort knowing that your investment affairs are being handled by our dedicated team of professionals.
You Get Our “Best-Of-The-Best” Money Masters
Our independence allows us to select our “best-of-the-best” investment managers for you. We call this group our Money Masters.
You Enjoy Protection offered by a Third-Party Custodian
As an added layer of protection, your assets are separately held in custody by one of the world’s largest third-party custodians, such as TD Ameritrade or Fidelity Investments®.
You Know What's Happening
• Portfolio Performance Reports by RCA
• Asset Allocation Reports by Morningstar
• Custodial Reports by TD Ameritrade or Fidelity Investments
(RCA is not responsible for calculating or reconciling advisory fees. For additional information please view our complete Fees & Compensation disclosure by clicking here.)
You Can Also Enjoy Online Access to Your Reports
View your reports anywhere, anytime through your own R ClientView Live password protected personal portal.
Fidelity Investments is an independent company, unaffiliated with The Retirement Corporation of America. Fidelity Investment is a service provider to The Retirement Corporation of America.
There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and
Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments
has not been involved with the preparation of the content supplied by Retirement Corporation of America and
does not guarantee or assume any responsibility for its content.
Fidelity Investments is a registered service mark of FMR LLC.
Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity
Brokerage Services LLC. 586577.1.0