REA Investments, LLC

REA Investments, LLC is a discretionary investment adviser that offers ongoing asset management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm was formed in 2023 and began advisory services in 2024; its most recent brochure reports no assets under management and no client relationships to date.

Portfolios are constructed and implemented under discretionary authority and are tailored to each client’s documented goals, time horizon, and risk tolerance, with strategies that can include long- and short-term holdings. The firm employs a mix of analysis techniques (fundamental, technical, charting, cyclical), conducts quarterly reviews, and manages client cash conservatively using FDIC‑insured deposit programs, money market funds, and high‑grade short‑term instruments.

Notable distinctions include its status as a single‑adviser firm whose principal is both a CFP certificant and an active CPA with a substantial outside accounting practice—an outside business activity disclosed as a potential conflict and addressed by firm procedures. The firm also identifies Charles Schwab as its recommended custodian, discloses the potential receipt of research or other benefits tied to brokerage activity, does not vote client proxies, and currently reports no pooled or institutional assets, which differentiates it from many larger, established investment managers.