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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2021
- Office Locations
- 3
Office Locations
About TRG Investment Advisors, LLC
The Richards Group is an independent Vermont-based insurance and financial services firm providing risk management, employee benefits/total rewards, and investment services with a nonproprietary product approach. Serving clients across VT, NH, and MA since 1867, they handle claims in-house with authority to settle most routine claims. A strategic partnership with IMA Financial Group strengthens healthcare, education, and nonprofit insurance expertise in New England.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
VALERIE LYNN RUPPEL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
BENJAMIN WALKER TAGGARD
Chief Compliance Officer, Managing Member, President
- CRD
- #3107547
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEVEN THOMAS BURNETT
Financial Advisor
- CRD
- #4458946
Dennis Mark Gambino
--
- CRD
- #6793488
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,506,962 | $482,231 |
| Non-Discretionary | $31,617,624 | $239,527 |
| Total | $167,124,586 | $404,660 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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