• Richard Lees Capital Management

  • Managed Assets

    • a portfolio tailored to 
      your desires / your needs

     
     
     
     
     
     
     

    Account Types

    • Growth
    • Growth & Income
    • Stable Income
    • Individual / Corporate / Trust
    • Retirement / IRA's  / 401K's

    The RLCM Mission

    RLCM's goal is is to offer a uniquely personalized
    alternative money management style
    in a separately managed individual account.

    RLCM is a Registered Investment Advisory (RIA).

    Contrarian, Forward looking investing

    See how managed investing can be different

    Go against the crowd

    Mix traditional with the future

  • 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 you

    directly.

  • All assets in today's markets
    are available

    from 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. For those interested and qualified, the
    21 Forward™
    digital portfolios are available.

    .

  • 21 Forward™

    digital portfolios

    Basic

    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.

    Alt

    BTC, ETH, and 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.

    .

    Alt Plus

    BTC, ETH, and vetted but more speculative altcoins and newer projects, optimized frequently to attempt to capture the highest possible growth prospects in the universe of cryptocurrencies.

    Expected to be highly volatile, with the prospect of large swings in the equity curve.

     

     

     

    The Certified Digital Asset Advisor Designation is conferred upon Registered Investment Advisors in accordance with The National Registry of CPE Sponsors.

    certified digital.org

    .

    .

  • 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

  • How It Works

    to join the RLCM client family

    1

    Know

    Your

    Goals

    Where are you in life and what do you want from your investments?

    2

    Have a Conversation

    with RLCM

    Talk to us

    to determine if RLCM's services are right for you.

    3

    Create

    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.

    4

    Let 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.

  •  

    Richard Lees

  • Market Blog

    general market commentary

    The SBF Thanksgiving Bottom
    November 19, 2022
      WELL, for those claiming to be -- or wanting to be – the classic value investor looking to...
    Bitcoin "Correlation" Update
    August 12, 2022
    WELL, the so-called “Bitcoin Correlation” to stocks and bonds has finally seen the bottom drop...
    Liquidity Update for Stocks & Bitcoin
    July 2, 2022
    Time for an update on pH-Liquidity in both the stock market and Bitcoin here at the end of Q2...
    More Posts
    All Posts
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