A complete list of active advisors currently associated with R.H. Investment Group, LLC

Warmer can help you find a great advisor at R.H. Investment Group, LLC or one who fits your needs even better.

R.H. Investment Group provides discretionary portfolio management to individual and business clients, including high‑net‑worth individuals, on a fee‑only basis. The firm acts as a fiduciary for retirement accounts and delivers ongoing advisory services tailored to each client’s investment objectives. The firm’s investment process draws on fundamental, technical, and cyclical analysis and implements both long‑ and short‑term strategies, with allocations across individual equities, fixed income, mutual funds and ETFs. RHIG typically manages client accounts on a discretionary basis, conducts ongoing account reviews, and may employ covered‑call option strategies as a hedging tool when appropriate. What is distinctive about the firm is its size and concentration: a single advisory team managing roughly $238 million for about 35 clients, resulting in an unusually high amount of assets per advisor relative to peers. RHIG also requires clients to custody assets with Charles Schwab and leaves proxy voting and related corporate action decisions to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at R.H. Investment Group, LLC, 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.