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About Rappaport Reiches Capital Management LLC

Rappaport Reiches Capital Management, LLC is an independent investment advisory firm based in Skokie, Illinois. Founded in 2005 by David Rappaport and Shari Greco Reiches, the firm specializes in comprehensive financial planning and investment management for individuals, families, and non-profit organizations. They focus on a holistic approach to wealth management, utilizing academic research and passive/index-related institutional funds to create diversified portfolios aimed at long-term performance and tax efficiency. The firm offers customized investment management, financial planning services, and ongoing advisory consultations. Their proprietary "Family CFO Checklist" addresses various financial issues, including estate planning and tax optimization. Rappaport Reiches Capital Management primarily employs passive and index-related funds, including Vanguard and Dimensional ETFs, to meet client-specific goals and risk tolerances. The firm emphasizes a family-centric approach, particularly supporting women managing sole financial responsibility and providing advisory services for non-profit organizations.

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