A complete list of active advisors currently associated with Raleigh Investment Advisors, Inc.

Warmer can help you find a great advisor at Raleigh Investment Advisors, Inc. or one who fits your needs even better.

Raleigh Investment Advisors, Inc. is an independent advisory firm that manages about $25 million on a discretionary basis for a small roster of individual clients. It offers ongoing portfolio management using mutual funds, ETFs, stocks, bonds, certificates of deposit and money-market instruments, and custodial services are provided through Charles Schwab. The firm combines client-specific information (age, family circumstances, income, health, insurance, job security and retirement date) with quantitative measures such as Morningstar ratings, beta and a “bear ranking” to assess risk and set allocations; it describes a glidepath that reduces equity exposure with age. Accounts are reviewed quarterly, the firm aims to meet with clients twice a year for in-person reviews, and it generally replaces long-term funds that fail to remain near the top of their category. Distinctive features for a small independent adviser include operating with more than a solo practitioner’s staffing model despite a compact client base and long tenure (founded in 1999), which the brochure ties to regular personal reviews. The firm also notes it seldom votes client securities and has not engaged clients on formal proxy-voting guidelines, a governance practice that differs from many peers.

To learn more about the advisors currently working at Raleigh Investment Advisors, 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.