Our Qualifications

Your most important investment decision may be to whom you entrust the stewardship of your family's wealth. Most likely, your investment portfolio represents many years of toil, discipline, and good fortune. It embodies the harvests of days past and forms the foundation of your family’s future.

If you do not have the expertise, the time, or the desire to manage your investment portfolio yourself, then the most important investment decision you may ever make is your selection of who you choose to manage your portfolio for you.

Many of our team members hold various professional designations, and are qualified representatives who are able to propose a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate as a team in the management of your wealth and legacy. It's a relationship that combines financial experience with intimate knowledge of your priorities to plan, preserve, and help fulfill your vision of the future.

Why choose GR CAM?

Your investment and financial planner will be viewed as a long-term strategist who focuses on achieving your individual or business financial goals. As professionals trained to think laterally and break down complex issues into a series of straight forward steps, they remove emotion from financial analysis and help you to understand the financial implications of your decisions. Our planners will recommend strategies and help you to access the most appropriate financial solutions that will suit your needs.

How do we control the quality of our investment decisions?

We are commited to the continuing professional development of our financial planners. They are regularly briefed by research and technical specialists so that they are fully up to date with the latest financial matters. We work closely with strategic business partners who advise us on appropirate strategies. We use a disciplined process to evaluate your needs and provide the appropriate solution. We also use comprehensive investment alalysis tools to prepare investment and financial plans.

Do we ensure confidentiality of your personal information?

We maintain a record of your personal information and any recommendations made to you. Your personal information is made available to others only on your instruction. We also take all reasonable steps to protect your personal information from misuse, loss, unauthorized access, and modifiication or disclosure.

Securities products & services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of (AZ, CA, FL, MD, MO, NC, NJ, NV, NY,OR, TX, VA, WA ). No offers may be made or accepted from any resident outside the specific state(s) referenced.

Todd Rustman is also separately registered as an investment advisor representative under GR CAPITAL ASSET MANAGEMENT, LLC., a Registered Investment Advisor. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: (CA).

Insurance services offered by Todd Rustman as an agent seperate from Royal Alliance Associates, Inc.

Additional advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

Worth Top Wealth Advisors are selected based on experience, education, certifications, fiduciary status, compliance record, wealth management services, methods of compensation and scope of current business. This award has been discontinued by Worth.

Third party rankins and recognitions are no guarantee of future investment success and do not ensure that a client or perspective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they repersentative of any one client's evaluation.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Our Qualifications

Contact Info

Additional Pages