Our Focus
Discover our comprehensive financial solutions designed to help you achieve your goals
Solutions
We Work For You
At Cal RI Solutions, our priority is your financial success. We are dedicated to providing customized services that align with your unique needs and objectives. Our team works tirelessly to ensure that every strategy we develop is tailored specifically for you, offering you the best possible outcomes.
We understand that navigating the financial landscape can be complex and challenging. That’s why we are here to simplify the process and guide you every step of the way. With our extensive experience and commitment to excellence, you can trust us to work diligently on your behalf, delivering solutions that drive success.
Personalized Financial Solutions
Expert Guidance and Advice
Comprehensive Asset Management
Innovative Investment Strategies
Robust Insurance Coverage
Strategic Planning
Our strategic planning services are designed to help you achieve
long-term financial success. We work closely with you to develop
and implement strategies that align with your specific goals and objectives.
Public Sector Employees
We provide specialized financial guidance tailored to the unique needs of public school employees. Our services include retirement planning, investment strategies, and insurance solutions to ensure a secure and prosperous future.
Pension Calculation
We help public servants understand how much their defined benefit pension will be and how that fits into their larger retirement plan.
Defined Contribution Consultation
Employees with access to 403(b) and 457(b) plans often have many options available to them but not all of these providers are created equal. We can help you select the right provider and the right program to fit your risk tolerance, needs, and goals.
Tax Free Retirement Solutions
We can help you grow your retirement nest egg and use strategies that will provide you a tax free stream of income in retirement.
Small Business
Our expert financial services for small businesses are designed to help you thrive and grow. From asset management to tailored investment strategies, we provide the tools and support you need to achieve your business goals.
401(k) Solutions
Small business owners can use 401(k) plans to attract and retain employees, but often times don’t know where to start or have plans that are far too expensive. We help businesses with low cost record keeping, custodial fees, and advisory services.
Alternative Retirement Savings Programs
Businesses with highly compensated employees, including ownership, often have difficulty navigating the IRS rules that govern 401(k) plans. We help business owners and their highly compensated employees save more so they can maintain their lifestyle in retirement.
Succession Planning
You’ve built a thriving business that you love to run. One day, though, you’ll want to sell your business or pass it to your heirs. We help small business owners develop succession plans and mitigate taxes so that they can retire and leave their business on with peace of mind.
Endowment & Family Offices
We offer comprehensive endowment fund management services to maximize your financial growth and stability. Our team works closely with you to develop strategic investment plans that align with your endowment’s objectives and long-term goals.
Quantitative Strategies
Our quantitative strategies have outperformed other strategies during market drawdowns by generating uncorrelated returns and positive returns even when asset prices are falling.
Complimentary Strategies
In addition to quantitative strategies, we also offer traditional, low-cost asset allocation models to compliment our quantitative strategies. We are not constrained by just one style of investment management.
Liquidity
While many advanced strategies have lockup periods and incentive fees, ours do not. Investments are not pooled and investors have daily liquidity.
