Rain Dog’s Values
As a fiduciary, we are legally obligated to put your interests above our own. As an independent Registered Investment Advisor, we do not serve any corporate interests—just our clients’. In addition, we hold ourselves to the following values.
Respect
We believe in the nobility of all useful occupations. If you take pride in your work and have done useful things in your life, we would be honored to work with you.
Listening
We seek first to understand what matters to you so that we can design plans specific to you. We promise to listen intently and ask questions until we can steadfastly support your interests as you see them.
Engineering Approach
Engineering involves balancing tradeoffs between competing objectives. Good financial planning involves myriad tradeoffs between risk vs. return, short-term enjoyment vs. long-term security, emotional comfort vs. quantitative optimization, and many other tradeoffs. We believe an engineering mindset is well-suited to financial planning.
Confidence
You have worked hard for what you have. You deserve to have confidence that your financial plans will allow you to survive and thrive—and enjoy the abundance you have created.
What We Believe
Listening before designing.
Every relationship begins with understanding—your values, emotions, and ambitions come before any plan.
Empathy and structure belong together.
True confidence comes when human understanding meets disciplined design.
Human behavior matters as much as markets.
Great financial systems respect the psychology of real people, not just the math of returns.
Nobility of useful occupations.
We believe in respecting you and your lifetime of work.
Confidence comes from communication.
Your plan should feel transparent and resilient, and your questions should always be answered.
Holistic design in service of your objectives.
Human engineering includes numerous considerations—investment selection, tax structure, risk alignment—but always in service of your confidence and purpose.
