Raymond Capital Advisors, LLC

Raymond Capital Advisors, LLC provides discretionary portfolio management, customized investment consulting, and financial planning to a mixed client base that includes broker‑dealers, money management firms, corporations, pension and profit‑sharing plans, charitable organizations, high‑net‑worth individuals and other individual investors. The firm offers multiple equity and blended strategies and prepares written financial plans, which it provides at no additional charge to clients who place assets under its management.

The firm’s investment process is driven by proprietary quantitative models that rank securities using price momentum and earnings trends, with portfolio decisions made on a weekly basis and risk‑management overlays to control benchmark-relative risk; equity portfolios typically hold roughly 80–200 names and may include ETFs, mutual funds and ADRs. Blended strategies shift allocations among stocks, bonds and cash and include Tactical Asset Allocation variants and a Tactical Asset Allocation‑493, while the U.S. Completion Core Equity Strategy is explicitly constructed to exclude the seven largest “Magnificent Seven” stocks and to cap individual positions to control concentration risk.

Raymond Capital Advisors is a small team (two advisors, roughly $28.8 million in assets under management and about 18 clients) and requires clients to custody assets with Folio Investments (d/b/a Goldman Sachs Custody Solutions), using Folio’s window trade process rather than permitting client‑directed custodians. The recent addition of specialized offerings — U.S. Small‑Cap Core, U.S. Completion Core Equity, and Tactical Asset Allocation‑493 — and the explicit completion strategy designed to complement large‑cap concentrated holdings distinguish its product set from many similarly sized advisers.