RX Investment Solutions LLC

Overview

RX Investment Solutions LLC operates as an independent registered investment advisor and insurance broker serving individuals, families and select institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model combines percentage-of-AUM and fixed-fee engagements, and it retains an owner-operated structure rather than acting as a capital allocator. Investment activity centers on public funds and mutual fund strategies as the primary building blocks of client portfolios, with supplemental allocations to annuities and real estate-focused alternative managers. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser, suggesting a regional scope and a traditional, product-oriented approach to portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices