A complete list of active advisors currently associated with RAS Capital Services, Inc.

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

RAS Capital Services, Inc. provides ongoing portfolio management and investment supervisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client to document goals, income, tax considerations, time horizon and risk tolerance. The firm’s brochure reports $55 million in assets under management across a small number of client accounts and notes it does not participate in wrap fee programs. The firm’s investment process combines charting, fundamental and technical analysis and employs long‑term, short‑term and trading strategies while stating it may use a variety of securities to diversify client portfolios. RAS explicitly manages client accounts on a non‑discretionary basis—saying it does not accept investment discretion or custody—so trades require client authorization and accounts are reviewed at least quarterly. What is noteworthy relative to many peers is the firm’s entirely non‑discretionary AUM alongside an active trading approach and a broad allowable investment universe, documented in the brochure’s descriptions of methods and strategies. The brochure also discloses the receipt of research/soft‑dollar benefits from custodians and the firm’s practice of allowing client‑directed brokerage, features that, combined with active technical/trading methods, can support use of more active or complex instruments in client accounts and are less common among independent advisors.

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