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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-28-2001
- Office Locations
- 1
Office Locations
About Responsible Asset Management
Responsible Asset Management is a fee-based, fiduciary investment advisor providing discretionary portfolio management for individuals, families, small businesses, and institutions. The firm specializes in employer retirement plans and plan sponsor fiduciary responsibility, and builds proprietary model portfolios and customized asset allocations focused on diversification and risk reduction. It also offers active sustainable/ESG and impact investing, and can manage assets via Schwab PCRA within Utah Retirement Systems accounts.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nathan Ryan Cline
Advisor, Chief Executive Officer
- CRD
- #6857742
- Ownership
- 75% or more
JEFFREY E. CLINE
Chief Compliance Officer
- CRD
- #1089834
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,198,650 | -- |
| Non-Discretionary | $18,168,062 | -- |
| Total | $42,366,712 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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