Broker Check

Our Mission

We provide a fiduciary advisory relationship that enables individuals to become the CEO’s of their lives and ultimately experience joy through financial confidence.

Our Core Values






Practice What We Preach



Our Portfolio Management Process

At Running Wealth Management Group, we work as a team to serve you with the most up to date research and investment data. We offer advice grounded in methods by our research professionals and our investment committee. We know that the complexities of today’s financial environment require extensive attention and expertise. Our team offers those necessary tools for success and approaches your financial plan with a desire to do what’s best for you. We have our own registered investment advisory that allows us to offer unencumbered investment advice.

In addition, LPL Financial provides custody service to our clients for their investment accounts, LPL Financial—one of the largest broker dealers in the US as reported by Financial Planning magazine, June 1996-2018, based on total revenue.—provides us safety in handling money. The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for explanatory brochure is available at , through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations.The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments. This separation of interests allows us to offer financial and investment advice grounded in integrity. It enables us to run the kind of investment firm we truly want, a firm that puts our clients’ needs first.

With a seasoned portfolio manager on our team, we use a systematic process in selecting investments through our investment committee. Our top-tier research provider brings us the most up-to-date financial information in the field. These components in our firm have allowed us to provide competitive management. Over the years, we have stayed true to the values that motivated us to serve in the financial industry. Because we take your trust seriously, we are pleased that we can offer you guidance that is truly based on your goals.



When constructing portfolios, we implement qualitative research and quantitative tools supported by strong risk controls. We rely on a disciplined process to seek the best returns for you.

Our portfolios

  • Mutual Fund Equity Portfolio (a tactical asset allocation portfolio)
  • Mutual Fund Bond Portfolio
  • Exchange traded Fund Equity and Bond Portfolio
  • Managed Stock Portfolio
  • Mutual Fund Hedged Equity and Bond Portfolio

As one of the largest broker dealers in the US as reported by Financial Planning magazine, June 1996-2018, based on total revenue. This set us free us to create the kind of investment firm we truly wanted for our clients, a firm that puts their needs first.

Suggested Content

<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
<p>The Five Basics of Financial Literacy</p>

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
Learn More