RAPPORT FINANCIAL, LLC

Overview

Rapport Financial, LLC operates as an independent registered investment advisor serving both individual/family and institutional clients. The firm leans heavily on pooled public funds and mutual funds as the backbone of client portfolios while maintaining the flexibility to use separately managed accounts and third‑party managers where appropriate. Investment activity centers on discretionary portfolio management—about nine tenths of reported AUM is managed on a discretionary basis—allowing the firm to implement model allocations, rebalance efficiently, and manage cash flows across accounts. Manager allocation interest is broad: Rapport Financial uses external managers for active and alternative exposures when those strategies enhance client objectives. The firm supplements core fund allocations with insurance and annuity products and offers financial planning, portfolio management for both individuals and institutions, and educational workshops. That mix positions the firm to serve clients who want a combination of professionally managed pooled vehicles and access to specialty managers across private markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices