Our Assets Under Management

Founded in 2000, Reef Resources Financial Management is an investment adviser with over $165 billion under management.Reef Resources Financial Management maintains three principal businesses: the Private Client Group, Institutional Group and 401(k) Solutions.

• Reef Resources Financial Management are investment advisers with over $165 billion under management.Reef Resources Financial Management maintains three principal businesses: the Private Client Group, Institutional Group and 401(k) Solutions.
• The Private Client Group within Reef Resources Financial Management and its affiliates manage over $80 billion for families and individuals around the world. Clients receive personalized portfolio strategies tailored to their situation and investment goals.
• Reef Resources Financial Management Institutional Group manages over $60 billion for organizations including corporate, public and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies. Clients across the world rely on Reef Resources Financial Management and its subsidiaries for a broad array of US, non-US and global investment portfolio strategies with various capitalization and style orientations, including environmental, social and governance (ESG) strategies.
• Reef Resources Financial Management 401(k) Solutions Group manages over $20 billion for small- to mid-sized corporate-sponsored retirement plans in the US. Employers rely on 401(k) Solutions to provide investment solutions, employee services, administrative support and fiduciary responsibility