For over 20 years, RF Bank and Trust has been dedicated to helping their clients create and manage wealth. They pride themselves on being industry leaders, not only in performance but also in innovation. Proof of their success is more than $2 Billion in capital raised for their corporate clients, over $1 Billion in assets under management and over $2 billion in assets under administration.

Their goal is to be the premier Wealth Manager and Advisor in the communities they serve through a client-first approach. As a regional private bank, they are especially attuned to the unique needs of their local clientele and are consistently introducing original products carefully designed with these needs in mind. They have also cultivated key relationships with best-in-class global partners that help them deliver the gold standard in investment management solutions.

Products & Services

• US Dollar Mutual Funds
• Group Pensions
• Educational Investment Accounts
• Investment Management