Professional Memberships

To receive more information or ask a question about our services, please fill out the form below and click the "submit" button.

Critical to your success are the qualifications and experience your advisors bring to the table. See why Rathnam Capital has built its success on the foundations of the CFA Institute, NAPFA and the Exit Planning Institute.

The CFA Institute

For more than 50 years, the CFA Institute has been a strong advocate for investors and the investment process.  Click here to read more about the CFAI.

Although there are numerous professional designations that promote their members as experts in investment management, none is more widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation.  Click here to read more:  Why Choose a Chartered Financial Analyst?.

Be sure to explore the other links of the CFAI site regarding specialized knowledge a CFA must acquire and the ethical standards they must maintain to keep their Charter.  For a full description of the CFA program, click here:   The CFA Charter Brochure

Request a Meeting Form


Rathnam Capital is a member of The National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of Fee-Only financial advisors. Since 1983, NAPFA has led the way for those seeking financial professionals of highest standards for client-focused financial planning.

As fee-only advisor, our only compensation comes from assets under management (AUM), so it's in our best interest as well to employ the most cost-effective solutions for clients.

Fee-Only Network

Furthermore, we do NOT:

  • Sell financial products (insurance, annuities, etc.),
  • Receive commissions on trades, or
  • Receive trails or participate in revenue-sharing from proprietary products.

This approach allows us to be objective and client-focused.
Fees generally decrease as the AUM increases.
Rantham Capital

Because our clients are primarily successful business owners, it’s critical for us to provide them with the latest news and strategies on perhaps the most important decision of their lives:  exiting their business.  As a member of the Exit Planning Institute, Rathnam Capital has access to an enormous wealth of materials, resources, and people vital to the exiting process.