more than a buzz phrase
Unlike larger firms where a client can be placed in a generic plan, RLCM is a boutique firm that takes the
Know Your Client maxim seriously. Strategies are tailored to each client and his/her investment needs and desires.
is a time tested portfolio manager
with decades of experience in all kinds of markets.
Unlike larger firms where responsibility is delegated, you will have a uniquely skilled money manager
available to you
Stocks & Options
& stock options
Highly researched individual positions in line with your risk profile.
Exchange Traded Funds
Sometimes the best way to gain exposure to a sector or basket of stocks. Can also facilitate hedging a portfolio in a down market.
Crypto investments are new and not for everyone. But, managed responsibly, RLCM believes that they can deserve a place in portfolio allocation once an investor's risk tolerance is evaluated. For those interested and qualified, the
digital portfolios are available.
Consists of Bitcoin (BTC) and Ethereum (ETH), periodically rebalanced to provide optimized exposure to the two largest and most widely held cryptocurrencies. For HODL’rs and those willing to make a long-term commitment to the stalwarts of the crypto world.
BTC, ETH, and vetted widely held altcoins, rebalanced more often to optimize exposure to higher growth. Expected to be more volatile than the Basic portfolio, with wider swings in the portfolio’s equity curve.
For investors thinking about adding crypto to a portfolio, please read the "Bitcoin In A Portfolio" article in the Market Blog section below, which explores the possible benefits of adding crypto to an asset allocation.
general market commentary
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