Reagan Companies Asset Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

Reagan Companies Asset Management, Inc. is a registered investment adviser based in Marcellus, New York, founded in 1991. The firm operates within the financial services sector, offering ongoing portfolio management and client reviews designed to align services with clients’ retirement timelines, high-net-worth portfolios, and larger 401(k) or retirement plans. Its approach emphasizes a structured system of client contact and portfolio oversight that aims to provide a personalized level of service through the use of technology-driven updates and regular evaluations. The target market includes individuals nearing or in retirement and sizable institutional or corporate retirement plans, with the firm describing its service model as focused on putting clients’ interests first and delivering high-level service. RCAM presents itself as a specialized advisory platform that adheres to regulatory disclosures typical of registered investment advisers and notes restrictions on posting testimonials, while offering informational resources through its linked channels.

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