Frank Ruffing has been advising and managing private capital in the Washington area for over 25 years, since 1997 as a Financial Advisor to Families, Businesses, and Not for Profit Organizations. Prior to forming Farragut in 2007, he was a Wealth Management Adviser with the Washington office of Merrill Lynch & Co. Frank's Private Client work focuses on Retirement Income Planning; his Corporate Practice centers on Education and Fiduciary Support for Retirement Plans, Endowments and Reserves.
Frank can be reached directly at 703.283.5220 or frank@farragut.us.com More information on Frank's background, network, and current thinking can be found by clicking his photo, or through the following links:
Life Insurance is central to most financial plans. Those fortunate enough not to need coverage for income continuation are often well served with coverage for tax planning purposes. Insurance is a complex contract between an sophisticated corporation and a private individual (or trust), facilitated by a commissioned sales agent. This is where our independence serves you best.
Long Term Care coverage can help maintain dignity and independence as we age.
Annuity Contracts can play a meaningful role in securing lifetime retirement income.
Our firm has extraordinarily capable in-house and third-party resources to address your needs. A distinguishing feature is our transparency with regards to fees and compensation.
Alliances
Our association with Capitol Securities Management affords us Compliance, Execution, and Service comparable to that of the largest Wall Street firms, along with a governance culture and client focus more in line with our principles.
BNY/Mellon-Pershing acts as custodian for many of our clients' portfolios. We consider Pershing's Institutional Trading and Custody capacity truly world-class, a quality especially prized by our Fixed-Income and Fiduciary clients.
As Independent Advisors, we are free to obtain our research from those providers we consider best qualified and most suitable for the needs of our clients. We compliment the conventional Wall Street Product with unbiased technical and qualitative sources.
Fee-based Advisory
When acting as fee-based advisors, we do not accept commissions, rebates or finders fees in the course of serving our clients.
As such, our reasons for selecting and recommending strategies and professional resources are better aligned with your interests.
Investment Advisory
Simple, time-tested strategies, based on sector diversification and global scope.
For a given measure of Risk, we ensure our clients are fairly compensated. If the risk can not be fully assessed, we do not invest.
The true measure of a portfolio manager's success is found in the the tenure and satisfaction of his clients.
Financial Planning
Again, simplicity is the order of the day. The colorful, complex, spiral-bound analyses we've all come to expect from the Financial Planning Community are useless if they are not implemented.
Identifying what is truly most important to you, and laying out the necessary steps to get there is what we do. And yes, we can produce those colorful, complex analyses.
Fiduciary Consulting
If you are responsible for a portfolio that benefits others, you likely have a fiduciary responsability. As with other Risks, those associated with being a fiduciary are not dangerous per se. Not understanding fully the risks and responsabilities of your role is the hazard. We advise Retirement Plan Sponsors, Trustees, and other Stewards on the process of discharging their duties in the most prudent and responsible
Litigation Support
Our Expertise, Independence and Objectivity has been recognized by Legal Professionals, who call on us for forensic, compilation, and advisory services for the Family Practice Client. A summary of these capabilities is available on request.
Farragut Resources - 7918 Jones Branch Drive, Suite 800 - McLean, VA 22102 - USA Telephone: 703-269-2475 or info@farragut.us.com Brokerage and Advisory provided through Capitol Securities Management, Inc, Member FINRA / SIPC Copyright 2008-2010 Farragut Resources, LLC
