Request a Portfolio Evaluation

Request a complimentary Portfolio Evaluation from Rulicent Investments, a fee-only fiduciary wealth management firm based in Oklahoma City. Every evaluation is conducted by the Rulicent advisory team. Complimentary. No obligation.

What to Expect

01 — Initial conversation

A 30-minute call to understand your situation, your goals, and whether the Rulicent approach is the right fit.

02 — Portfolio Evaluation

We calculate your Required Return and evaluate whether your current strategy is realistically positioned to deliver it.

03 — Findings review

We walk you through the findings — what the numbers say, where the gaps are, and what a rules-driven strategy would look like for your situation.

Rulicent Investments, LLC

A Portfolio Evaluation Is Complimentary

A Portfolio Evaluation is a complimentary, no-obligation conversation where Rulicent calculates your Required Return, reviews your current portfolio strategy, and identifies whether there is a structural gap between what your portfolio is designed to deliver and what your retirement actually requires. Most advisors assign your capital to a model portfolio based on a risk tolerance questionnaire. Rulicent starts with your Required Return and works backward.

Who We Serve

Rulicent clients are typically pre-retirees and retirees with $500,000 to $3 million in investable assets. Rulicent Investments is headquartered at 2500 S. Broadway, Suite 230, Edmond, Oklahoma. Rulicent Investments is an Oklahoma City-area registered investment adviser offering fee-only, fiduciary, rules-driven wealth management to retirement investors nationwide.

We work with pre-retirees and retirees nationwide with $500,000 or more in investable assets. Our office is located in Edmond, Oklahoma — in the heart of the Oklahoma City metro — and we serve clients across the country.

Most of our clients are within 5–10 years of retirement or recently retired. They have accumulated significant assets and are beginning to realize that the strategy that got them here may not be the right strategy for the next 25 years. The transition from accumulation to distribution requires a fundamentally different approach — one built around the Required Return, not a risk tolerance score.

Why Rulicent

Rulicent is fee-only, fiduciary, and rules-driven. We earn no commissions and sell no financial products. Every portfolio decision is governed by written Operating Rules — not discretion, not emotion, not committee consensus. We start with your Required Return and build every strategy around it.

Dustin Wigington, founder and Chief Investment Officer, is a former Regional Vice President at Fisher Investments and a former Senior Financial Advisor at Principal Financial Group. He is the author of The Retirement Plan Paradox.

Contact Information and Process

Request a complimentary Portfolio Evaluation from Rulicent Investments, a fee-only fiduciary adviser in Oklahoma City. We will review your information and reach out within one business day.

We walk you through the findings — what the numbers say, where the gaps are, and what a rules-driven strategy would look like for your situation.

We calculate your Required Return and evaluate whether your current strategy is realistically positioned to deliver it.

A 30-minute call to understand your situation, your goals, and whether the Rulicent approach is the right fit.

Rulicent Investments Office — 2500 S. Broadway, Suite 230, Edmond, OK 73013

Optional — share any context that would help us prepare for your conversation.

Fee transparency and conflicts of interest with my current advisor

Contact Rulicent — Request a Portfolio Evaluation | Oklahoma City

Contact Rulicent — Request a Portfolio Evaluation

Whether my current strategy can deliver my Required Return

Market volatility and sequence of returns risk