RIO is going to be pretty different from other investment companies. RIO is an acronym for Reliable, Inclusive, Objective. Most investment companies are extremely focused on their own profitability. They often do whatever is best for the company instead of whats best for the client. They also generally won't work with people unless they already have a certain amount of money. RIO is going to be built upon the idea that financial planning services should be absolutely for the benefit of the investor and not the company, and also that financial planning services should be available to everyone, not just those people who are already wealthy.
We will have sound business practices and expertise, sure, but the core principles that this business is being founded upon are honesty, integrity, trust, and transparency. The idea is that most financial planners say that they're here to help, but they're actually here to make themselves as much money as possible. When we say we're here to help, we actually mean it.
Lastly, Rio is spanish for river, because navigating your financial life is a lot like navigating a river. Sometimes it's smooth, sometimes it's choppy, sometimes the river forks and you have to pick a direction to go down. It helps to have a guide.