A complete list of active advisors currently associated with Ratner & Associates LLC
Warmer can help you find a great advisor at Ratner & Associates LLC or one who fits your needs even better.
Ratner & Associates LLC is a small SEC‑registered investment adviser formed in 2020 that offers ongoing portfolio management services and prepares an Investment Policy Statement for each client. The firm’s brochure states it generally serves high‑net‑worth individuals and maintains an account minimum of $1,000,000, though it reported $0 in assets under management as of December 2023. The firm tailors portfolios to clients’ goals, tax situations, time horizons and documented risk tolerances, using both charting and fundamental analysis and allocations across mutual funds, ETFs, equities, fixed income, real estate funds and commodities. RAL employs long‑ and short‑term trading strategies, including margin transactions, provides monthly reporting to clients, and discloses it does not accept performance‑based fees. Operational details that distinguish the firm include a principal’s outside business as a real estate investor and property manager that the brochure reports occupies approximately twenty hours per week, and a stated requirement that clients use a specific custodian (Charles Schwab) through which the firm may receive research and soft‑dollar benefits. Although a small subset of investment managers sell other financial products, RAL expressly discloses it does not accept compensation for the sale of investment products and describes policies for fair allocation and managing potential conflicts of interest.
To learn more about the advisors currently working at Ratner & Associates 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.
Name |
Location |
Years of experience |
|---|---|---|
Newport Coast, CA
| 16
|
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