Services

Rakani Capital Services

  • Individuals

    We work with individuals, couples, and families to help meet their investment goals based on their needs.

    Types of Clients

    • Individuals
    • Couples
    • Families

    Services & Solutions

    • Fixed Return Fund
    • Custom Solutions

    Individuals Case Studies

    • Retirement Planning

      Shifting a large portion of existing portfolio to a stable fixed return investment.

    • Education Planning

      Providing a highly liquid investment to securely grow existing capital for specific financial goals.

    • High Net Worth

      Focus on preserving capital while growing it at above average fixed return rates.

  • Wealth Managers

    We work directly with financial advisors and family offices to provide attractive investment solutions for their clients.

    Types of Clients

    • Financial Advisors
    • Investment Managers
    • Family Offices

    Services & Solutions

    • Fixed Returns
    • Low Volatility Investments
    • Custom Solutions

    Wealth Managers Case Studies

    • Portfolio Allocation

      High fixed returns with no volatility screens well in any portfolio allocation model.

    • Highly Liquid

      No locks up offer clients' quick access to their investments.

    • Planning Certainty

      Secure and predictable fixed returns offer financial planning certainty.

  • Businesses

    We work with any size business to improve their revenues, cash flow and profits with liquid investment solutions.

    Types of Clients

    • Small Businesses
    • Partnerships
    • Group Practices

    Services & Solutions

    • Increased Revenue Generation
    • Cash Flow Management
    • Highly Liquid Solutions

    Businesses Case Studies

    • Single Member Entity

      Compound cash flow from core business into a larger investment portfolio.

    • Dental Group Practice

      Utilize a portion of cash on hand to generate additional revenue and improving cash flow.

    • Large Franchise Chain

      Assist with overall cash flow management and minimizing net financing costs.

  • Institutions

    We work with individuals, couples, and families to help meet their investment goals based on their needs.

    Types of Clients

    • Family Offices
    • Pensions and Endowments
    • Banks and Credit Unions
    • Charities and Foundations

    Services & Solutions

    • High Fixed Returns
    • Custom Solutions

    Institutions Case Studies

    • Family Office

      Far wider array of investment alternatives than just stocks and bonds.

    • Foundation

      Far wider array of investment alternatives than just stocks and bonds.

    • Credit Union

      Far wider array of investment alternatives than just stocks and bonds.

  • Consulting

    We offer flexible and custom solutions to aid clients in meeting their financial and investment goals.

    Types of Clients

    • Individuals
    • Businesses
    • Institutions

    Services & Solutions

    • Bespoke and Ongoing Arrangements
    • Outsourced CFO
    • Outsourced CIO
    • Custom Solutions

    Consulting Case Studies

    • Financial Advisors

      Serve as outsourced investment officer to assist with macro and individual investment decisions.

    • Small Businesses

      Serve as outsourced CFO to manage and enhance the businesses' profitability and cash flow.

    • Family Office

      Provide customized investing plan, oversight and execution to meet unique client preferences.