RVP offers comprehensive wealth management services for high-net-worth individuals, families, and institutions. We are committed to building trust through transparency and a personalized approach.
For Individuals & Families
We take an integrated approach to wealth management, providing you and your family with comprehensive guidance to help you accomplish your goals, live your desired lifestyle, and leave a lasting legacy.
For Institutions & Family Offices
We work with family offices, Registered Investment Advisors, broker-dealers, and foundations to provide specialized investment management services. We primarily serve entrepreneurial or independent institutions seeking a manager with niche expertise.Learn More about how we work with institutions and family offices
Financial Advisor Magazine
In 2022, Relative Value Partners was recognized as one of the 50 fastest growing RIAs by Financial Advisor magazine.* We would like to thank our dedicated team, and our valued clients, for making this recognition possible.
*Please click here to view important disclosures regarding awards and recognition.