# Research & Portfolio Management

Research & Portfolio Management is a Bank / Wealth / Trust based in Crescent Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Crescent Springs, United States
- **Region:** North America
- **Address:** 634 Buttermilk Pike, Crescent Springs, KY 41017, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** rpmadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/research-and-portfolio-management

## Regulatory record

- **CRD number:** 157609
- **SEC file number:** 801-121337
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157609

## About

Michael C. Weber established Research & Portfolio Management in 1997, drawing on his experience at the wirehouse E.F. Hutton to create an independent advisory practice. The firm is anchored in Crescent Springs, Kentucky, and recommends that client securities be transacted through the RIA & Custody Services Division of Raymond James & Associates. Its principals also include LuAnn Driscoll and Michael L. Weber, a CERTIFIED FINANCIAL PLANNER®. The firm invests client portfolios primarily through institutional money managers it identifies and vets internally. Its selection process emphasizes managers that complement individual client objectives and risk tolerances, with a stated goal of outperforming appropriate benchmarks on a risk-adjusted basis. The practice serves individuals, pension plans, trusts, and corporations, mixing fundamental and technical research for both stocks and mutual funds. Research & Portfolio Management combines investment advisory with retirement and estate planning. Michael C. Weber leads manager identification while LuAnn Driscoll focuses on portfolio analysis and asset allocation. The firm has not disclosed total assets under management or a specific recent capital event. Weber's structure is that of a classic boutique RIA: lean, principal-led, and reliant on a large custodian's infrastructure rather than an in-house platform. The succession includes a next-generation family member in Michael L. Weber, blending continuity with the elder Weber's institutional relationships.

## People

- Michael C. Weber — Founder, Investment Advisor
- LuAnn Driscoll — Investment Advisor
- Michael L. Weber — Investment Advisor, CFP®

## Questions

### Who runs investment decisions at Research & Portfolio Management?

Founder Michael C. Weber leads the manager-identification process, a role he has held since founding the firm in 1997. LuAnn Driscoll manages portfolio analysis and asset allocation, and Michael L. Weber, CFP®, handles retirement planning. The three principals collectively make portfolio-level decisions, according to the firm's website.

### How does Research & Portfolio Management construct client portfolios?

The firm uses an open-architecture approach, selecting institutional money managers rather than proprietary funds. Michael C. Weber's team evaluates managers based on their ability to outperform a relevant index on a risk-adjusted basis. Portfolios are then tailored to each client's objectives and risk tolerance.

### Who provides custody and trading for the firm?

The firm recommends that client securities be transacted through Raymond James & Associates, specifically its RIA & Custody Services (RCS) Division. This arrangement means client assets are held at Raymond James while Research & Portfolio Management retains discretion over investment selection and manager allocation.

### What types of clients does the firm serve?

Research & Portfolio Management advises individuals, pension plans, trusts, and corporations, per its Altss-curated profile. The firm's ADV brochure, referenced on its website, provides further detail on its client base. Its services combine investment management with estate and retirement planning.

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Last updated: 2026-06-03T20:00:00.000Z

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