Income  |  Growth  |  Stability

portfolio design for today's markets

  • Richard Lees Capital Management

          Design and management of individual investment portfolios starting at $250,000                                                                                                 Endowments and institutional accounts starting at $1-million Separately managed account programs Tax efficient portfolio design based on individual equity and ETF investments Retirement Accounts: including IRA’s, Rollover IRA’s, SEP-IRA's, 401(k)’s Balanced Growth & Income strategies Aggressive Growth strategies Options strategies Stable Income strategies Optimized Cash Management for all interest rate environments Index based ETF (Exchange Traded Fund) strategies Portfolio evaluation and consultation  
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  • About Richard Lees

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      This site is for informational purposes only and is not intended to be a solicitation, offering or recommendation of any security or advisory service. RLCM does not represent that the products or services discussed on this web site are suitable or appropriate for all investors. Nothing said or implied on this website is intended to effect or to attempt to effect any transactions in securities whatsoever, nor is anything said here to be considered a solicitation to transact in any securities. Past performance is no guarantee of future results. RLCM believes its information to be reliable, but no investor should take action based solely on what is read here, and it should not be assumed that all recommendations will be profitable or will equal past performance. No system or indicator exists which can, in and of itself, be used to determine which securities to buy or sell or when to buy and sell them.   No part of this site may be reproduced, rebroadcast, or redistributed in any form without written consent, which is granted for limited quotation provided that credit is attributed to RLCM or its principal, Richard Lees.   Any links to other Internet sites are included as a convenience for visitors and RLCM assumes no liability for the content or the presentation of linked sites. Third party links to this website are permitted only by prior written permission.   Copyright © 1996-2018 Richard Lees Capital Management. All rights reserved.
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