A complete list of active advisors currently associated with Reichard Capital, LLC

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

Reichard Capital provides advisory services to individuals (including high-net-worth clients), trusts, estates, corporations, charitable organizations and other advisers, offering discretionary portfolio management, financial planning, and consulting for 529 college savings plans. The firm also acts as a sub‑adviser intermediary, recommending and implementing allocations to independent third‑party managers when appropriate. The firm develops individualized investment policy statements through client interviews and pursues portfolios primarily composed of no‑load mutual funds and ETFs, using fundamental analysis and asset‑allocation strategies. Reichard Capital conducts due diligence on selected third‑party managers and continuously monitors their performance and holdings, retaining the ability to remove or replace those managers and reallocate client assets without prior client consent. Distinctive features include managing approximately $341,048,577 in assets (the vast majority on a discretionary basis) with a small advisory team, producing a relatively high assets‑per‑advisor ratio, and not imposing a firmwide account minimum. The firm waives standalone financial planning fees for clients who engage its portfolio management services, provides semi‑annual performance reporting, and, unlike many peers, does not vote client proxies (clients retain proxy voting responsibility).

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