Managed Assets
- stocks
- bonds
- options
- ETF's
- crypto
Account Types
- Growth
- Growth & Income
- Stable Income
- Individual / Corporate / Trust
- Retirement / IRA's / 401K's
The RLCM Mission:
RLCM is a boutique investment firm.
Its goal is to offer a sophisticated, uniquely personalized money management style
in a tailored, separately managed
account for each of its clients.
RLCM is a Registered Investment Advisory (RIA).
Discover Value,
Achieve Growth
Whether looking to take a first step into investing, or a seasoned investor looking to expand and preserve wealth, RLCM's methods work toward creating a unique, personal, holistic approach to each client's financial needs.
All assets in today's markets
are availablefrom traditional stocks to cuttting edge, carefully vetted digital assets
Stocks & Options
Individual stocks
& stock options
Highly researched individual positions in line with your risk profile.
ETF's
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.
Digital Assets
Crypto currencies
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.
The Certified Digital Asset Advisor Designation is conferred upon Registered Investment Advisors in accordance with The National Registry of CPE Sponsors.
.
Portfolio
Designed & Managed For You
RLCM & YOU
market knowledge & experience combine with
Your
Goals
Your
Dreams
Your
Risk Profile
Your
Life
Know
Your
Client
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.
One
on
One
a relationship
Richard Lees,
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 youdirectly.
Richard Lees
Richard Lees began his investing career in 1982, actively investing his own account until 1996, when he founded Richard Lees Capital Management, a California Corporation, as a Registered Investment Advisory.
A published writer, he moved naturally into markets upon 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.
Also educated at Stanford and Yale, 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, and establishing his financial newsletter 21 Forward™, which was widely quoted and followed on Wall Street for its unique proprietary pH-Indicators™ for ten years from 1996 to 2006.
A natural contrarian at heart, his methods have attracted both qualified and neophyte investors looking for his unique behavioral approach to markets and money management, and his personal hands-on style with all of his clientele's portfolios.
woodcut courtesy of Wall Street Journal
Richard Lees
Market Musings
general commentary
May 1, 2024MUCH has been written and discussed about Bitcoin since it first launched 15 years ago in 2009....July 10, 2024I’VE been inmarkets since the early 1980’s, and an investment manager with my own firm for...August 12, 2022WELL, the so-called “Bitcoin Correlation” to stocks and bonds has finally seen the bottom drop...How It Works
to join the RLCM client family
1Know
Your
Goals
Where are you in life and what do you want from your investments?
2Have a Conversation
with RLCM
Talk to us
to determine if RLCM's services are right for you.
3Create
Your
Risk Profile
Let RLCM walk you through questions to determine what risks you're willing to take to get where you want to go.
4Let RLCM
Design
Your Portfolio
If you and RLCM decide you're right for each other, sign on as an RLCM client and start your investment journey together.
Next
Feel Free To Get In Touch
Have a conversation with us.
There is no obligation and all information will be completely confidential.
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. 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 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 © 1996-2024 Richard Lees Capital Management. All rights reserved.