A complete list of active advisors currently associated with R.G. Associates, Inc.

Warmer can help you find a great advisor at R.G. Associates, Inc. or one who fits your needs even better.

R.G. Associates, Inc. provides discretionary investment management for individual clients through separately managed accounts, with a small practice of about a dozen clients and roughly $8.5 million in assets under management. Investment management is the firm’s primary service, and it also performs occasional financial analysis consulting for institutional clients. The firm follows a bottom-up, value-oriented approach that emphasizes fundamental microeconomic analysis and scrutiny of accounting quality and management disclosure, seeking companies whose financial reporting the adviser regards as “intellectually honest.” Portfolios are relatively concentrated, long-only, and managed with a long holding period and low turnover; ETFs or closed-end funds are used only incidentally for tax or sector exposure. Distinctive features include the principal’s extensive accounting and standards‑setting background and the practice of investing the principal’s own accounts alongside client portfolios, with block trades executed so clients and the principal receive the same average execution price. The firm runs a single, uniform portfolio across clients, which aligns manager and client holdings but increases company‑specific and industry risk relative to broader diversification.

To learn more about the advisors currently working at R.G. Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.