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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-05-2016
- Office Locations
- 1
Office Locations
About RSI Advisors
RSI Advisors is a Dover, NH registered investment adviser providing active investment management and 1-on-1 financial planning for individuals and families focused on retirement and long-term goals. Portfolios are dynamically allocated with an emphasis on downside risk management using the firm’s proprietary Macro Trading System, informed by volatility indicators, market history and third-party macro research; strategies are often implemented with ETFs and tactical cash positioning. Custody includes Altruist.
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Owner & Executives
Christopher Lawrence Rockwell
Chief Compliance Officer, Financial Advisor, Managing Member, President
- CRD
- #6638543
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,789,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,789,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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