The Rikoon Group

The Rikoon Group (TRG) is a Santa Fe-based investment advisory practice founded in 1987, offering long-term financial strategies for various entities including individuals, families, retirees, and charitable organizations. Operating as a fiduciary, TRG prioritizes clients' best interests and emphasizes open communication and collaboration in creating personalized financial plans. The firm's dedication to considering clients' values when executing investment strategies reflects its commitment to customizing approaches to meet specialized needs and goals. Moreover, TRG operates as part of Hightower Advisors, LLC, an SEC-registered investment adviser offering securities through Hightower Securities, LLC, Member FINRA/SIPC. TRG’s multi-faceted approach to investment advisory, alongside its emphasis on personalized strategies and client collaboration, positions it in the Financial Services, Prop Tech, and Real Estate industries. The firm’s longevity since 1987 demonstrates its expertise, while its collaborative team efforts aim to provide sustainable support for clients and their families across generations. However, there is no available information on the company’s headquarter location or its latest investment round and associated investors.