Income | Growth | Stability
Income | Growth | Stability
portfolio design for today's markets
-
Richard Lees Capital Management- Design and management of individual investment portfolios starting at $1-million
- Endowments and institutional accounts starting at $2-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 strtategies
- Stable Income strategies
- Optimized Cash Management for all interest rate environments
- Index based ETF (Exchange Traded Fund) strategies
- Portfolio evaluation and consultation
-
About RLCM
Richard Lees Capital Management is a California corporation formed 18 years ago in 1996 when word of mouth created demand for the management of portfolios using methods developed through years of research and real world investment by its principal, Richard Lees. RLCM is a Registered Investment Advisory based in Los Angeles with clients around the world.
RLCM's mission is to offer a personalized alternative money management style to investors of all ages, men and women, who are comfortable with a contrarian positioning of their portfolio that will seek to anticipate markets as well as respond to them, smooth the ups and downs of Wall Street volatility through strategic allocation, and limit risk to a client’s level of comfort in a truly separately managed individual account.
RLCM's services are aimed at and designed for the sophisticated qualified investor who knows the difference between a large firm offering multiple, and sometimes impersonal, representatives to service client accounts and the concentrated focus befriending the client of a smaller firm.
Direct access to a time tested portfolio manager whose research and methods have been widely sought after is just one advantage of being a member of the RLCM client family. Highly perceptive and literate communications making use of today's real-time technologies is yet another. Fees are based on assets under management -- there are no commissions or any other sort of compensation, thus keeping the client's and manager's interests aligned and fiduciary at all times.
The end goal is a fulfilling long term relationship between the client and RLCM -- one that recognizes that money matters are highly personal and private, and to be handled with discretion and dedicated, personalized care.
-
About Richard Lees
Richard Lees has been an active investor through all kinds of markets and market moving events since 1982.
Prior to managing money, he was an award-winning playwright (Avery Hopwood Award, CBS Foundation, Rockefeller Foundation, National Endowment For The Arts) and published novelist (Parachute, Out Of Sync), and a play of his (Right Of Way) was made into the first HBO made-for-cable film starring Bette Davis and Jimmy Stewart.
Richard then moved naturally into markets investing his own money and ultimately finding the ideal working arena for his contrarian perception of human behavior that was first realized with a degree in Psychology from The University of Michigan in 1970.
Also educated in the late 60’s and early 70’s at Stanford and Yale universities, he went on to write extensively about markets, publishing in trade journals such as Barron’s, presenting lively, informative sessions revealing many of his unique methods and indicators at trading conferences around the US, including the 24th Anniversary Conference of the Market Technicians Association in May of 1999, and establishing his financial newsletter 21 Forward, which was widely quoted and followed on Wall Street for its unique pH-Indicators™ for ten years from 1996 to 2006. In addition, Richard's medical family background and intimate knowledge of the modern Biotech industry through personal experience with it was chronicled in a three-part article in the Wall Street Journal in 2005.
He currently manages money for an intentionally small group of sophisticated investors -- many in the entertainment business -- far from Wall Street in his home office in Los Angeles, preferring to know his clients and carefully manage their nest eggs for each of their unique individual needs.
