Richard Lees Capital Management  offers the following services :

 

    • 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 investments, not mutual fund selection

  • Tax-free and Retirement Accounts:  including IRA’s, Rollover IRA’s, 401(k)’s

  • Balanced Growth & Income strategies

  • Aggressive Growth strategies

  • Pure Income strategies

  • Index based ETF (Exchange Traded Fund) strategies