Resch Financial Group

Overview

Resch Financial Group is a small, fee-based advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm runs discretionary equity-heavy strategies and charges clients a percentage of assets under management. Its client base is primarily individual and family investors; the adviser is not positioned as a capital allocator, pension consultant, or multi-state adviser, and it does not identify as an active ESG investor. Investment activity centers on liquid, exchange-traded exposures. The firm shows a clear preference for equities and ETFs as the primary building blocks of client portfolios, supplemented by mutual funds. While public markets form the bulk of deployed capital, Resch Financial Group also allocates to third-party alternative managers—specifically hedge funds and real estate vehicles—indicating a willingness to use external fund managers to introduce non-correlated returns and private-market exposure where suitable for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices