A complete list of active advisors currently associated with Rahlfs Capital, LLC

Warmer can help you find a great advisor at Rahlfs Capital, LLC or one who fits your needs even better.

Rahlfs Capital provides discretionary and nondiscretionary investment management to individuals, high-net-worth families, trusts, estates, partnerships, corporations, and charitable portfolios, and also acts as a sub-advisor to another investment adviser. At year-end the firm reported responsibility for about $271.6 million across roughly 15 client relationships, with the majority of assets managed under sole-discretion authority. The firm constructs bespoke portfolios rather than using model strategies, typically investing directly in equities and fixed income and occasionally advising on private equity, real property, digital assets, and commodities; many portfolios are oriented toward producing cash flow. Its investment process combines macro and microeconomic analysis, credit and duration assessment, technical and behavioral finance, and can result in holding periods that range from a few days to many years depending on client objectives. Distinctive features include an unusually high level of assets per advisor for a firm of this size, the uncommon business of providing sub-advisory services to another investment adviser, and a practice of delivering its Form ADV brochure annually while preparing customized reports and research for clients. The firm also documents formal policies on proxy voting, internal trading, cybersecurity, and business continuity, and requires independent custodians for safekeeping rather than taking client custody.

To learn more about the advisors currently working at Rahlfs Capital, 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.