RJMC Advantage
Why RJM Capital should be your investment advisor
- Experience & Discipline – Rajeev Munjal, MBA, has the extensive industry experience and investor’s perspective to know which strategies yield best results and the discipline to hold through inevitable up and down markets, without chasing the latest fad. Rajeev has lived and worked in the Silicon Valley since 1978.
- Trust – Trust is the most important attribute in a financial relationship. RJMC is a solo adviser operation, where Rajeev Munjal handles all investing decisions, transactions, and client communications personally. Contrast this accountability and personal attention with that of large firms.
- Alignment of Interests – RJMC has 100% conflict-free investing partnership model with no commisions or “soft dollars” compensation from any other sources to ensure complete objectivity. Our sole incentive is to avoid risks to clients capital, and minimize taxes and trading costs.
- Cost Effectiveness – Keeping costs low is central to long-term investing results. RJMC’s structure is much more competitive than other advisers and mutual funds.
- Time & Expertise – Keeping up with the information deluge from hundreds of industry groups and thousands of companies takes certain dedication and expertise. Full time investing is our passion and sole business. We sort the wheat from chaff for those who would rather spend their non-work hours with family or leisure activities.
- Tax Efficiency – We specialize in applying diversification and growth through active portfolio management to tax-deferred accounts. Custom managed accounts offer an inherent advantage over mutual fund investing. We seek to defer taxes with buy-and-hold in the core part and optimize turnover in the explore part of taxable accounts.
RJMC does not sell financial products.
RJMC does not accept commissions.
RJMC is fee-only adviser.
All RJMC provides is expertise and time.
RJMC serves as your fiduciary at all times.
