The Platform Behind Our Virtual Advisory Model
Secure Custody
Assets held with Charles Schwab
Secure Virtual Platform
Encrypted, compliant virtual meetings
Top-Tier Protection
Leading insurers and carriers
Advice Aligned With You
Independent, client-first guidance
Independent Advice, Personally Delivered
100% Virtual Independent Fiduciary
Rae & Co Capital was founded to provide a more thoughtful, client-first approach to financial planning — free from product incentives or sales-driven advice.
As an independent fiduciary, I work directly with every client to deliver clear, personalized guidance across investment planning, retirement income, and financial protection.
Our virtual-first structure allows for deeper relationships, greater accountability, and advice that evolves as life changes.
— Tyler Krause, Founder & Financial Advisor
Independent Advice, Personally Delivered
Rae & Co Capital was founded to provide a more thoughtful, client-first approach to financial planning — free from product incentives or sales-driven advice.
As an independent fiduciary, I work directly with every client to deliver clear, personalized guidance across investment planning, retirement income, and financial protection.
Our virtual-first structure allows for deeper relationships, greater accountability, and advice that evolves as life changes.
— Tyler Krause
Founder & Financial Advisor
Independent Advice, Personally Delivered
Rae & Co Capital was founded to provide a more thoughtful, client-first approach to financial planning — free from product incentives or sales-driven advice.
As an independent fiduciary, I work directly with every client to deliver clear, personalized guidance across investment planning, retirement income, and financial protection.
Our virtual-first structure allows for deeper relationships, greater accountability, and advice that evolves as life changes.
— Tyler Krause, Founder & Financial Advisor