RESOURCE FINANCIAL GROUP, LTD.

Overview

Resource Financial Group, Ltd. is an independent registered investment adviser that runs a predominantly fixed-income focused practice with an emphasis on yield and income generation. The firm acts both as an advisory practice and as a registered representative/insurance broker, offering financial planning and portfolio management for individuals, families and smaller institutions. Its advisory model blends discretionary management with a meaningful non‑discretionary component, and fee arrangements include percentage of AUM, hourly and fixed fees as well as commission-based products. Investment activity shows a clear tilt toward credit exposure: the firm's single largest commitment is to non‑investment grade corporate bonds, reflecting a preference for higher-yield fixed income over broad equity allocations. Resource Financial Group, Ltd. does not position itself as a capital allocator running proprietary alternative funds; instead it sources third‑party managers for hedge fund and real estate allocations. The firm is not an active ESG investor and operates under an individual ownership structure; it has been SEC-registered since 2006.

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