About Us

RIC is a fully licensed consulting agency, Registered Investment Advisor and an independent risk manager. We have the specialized expertise required to manage, analyze, value and administer trust owned life insurance, annuities, variable invested assets, closely held businesses and other unique assets. We currently partner with over 200 Banks, Trust Companies and Law Firms. Since 2001, RIC has been a nation leading provider of independent, third-party risk management solutions for institutional trustees.



RIC recognizes that the information entrusted to us is highly confidential. We take the safeguarding of your information seriously and have implemented stringent policies and procedures to do so. In fact, we believe keeping your confidential information safe and secure is every employee’s responsibility.

Client Satisfaction

We are dedicated to satisfying our clients. We believe in respecting, listening to, and understanding the expectations of our clients. We strive to exceed their expectations in value, quality and on-time delivery of services.


Our products and services will be the industry’s best in terms of value received for money invested. We will deliver excellence, continually strive for improvement and respond heartily to change. We are each responsible for the quality of whatever we do.


RIC values expertise, efficiency and credibility as fundamental requirements for our highly educated and credentialed staff. Our accredited team serves the trustee by facilitating judicious management of trust assets in the best interest of the trust and its beneficiaries.



Learn how you can mitigate your liability, meet your fiduciary duty and provide a value-added service to your clients. Contact us today to request information or schedule a WebEx demo.