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At Fagan & Rawlings we serve our valued clients by providing asset management services based on academic research and unbiased advice.  We will adhere to our fiduciary duty at all times.  We will put our client's best interest first - always.  We will diligently evaluate and carefully select the most appropriate financial products available to offer to our clients.  Individuals and families turn to Fagan & Rawlings Capital Management for customized investment services designed to meet their specific needs.

Our approach is always personal.  Whether targeted to one person, or spanning generations of a family, our individualized service and advice is based on a fundamental principle at Fagan & Rawlings. We strive to know our clients – their hopes, dreams, needs and wants – and we take seriously our responsibility as custodians of their financial future.

Our focus is on you, and we address your unique circumstances as we work together to develop and maintain a long-term plan using investments chosen specifically to meet your needs. It is a plan that will grow and evolve with your changing circumstances and life stage needs.

Ours is a fee-based service, eliminating the conflict of interest associated with commissioned brokers. And, unlike a fixed-fee service, the more assets you have managed by Fagan & Rawlings, the lower your management fee percentage rate. Annual fees are calculated and payable quarterly in advance. The rate is based on the Market Value of Assets Under Management.