Reif Portfolio Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
REIF Portfolio Management is a single-advisor independent investment adviser that provides discretionary portfolio management to retail and high‑net‑worth individuals as well as trusts, corporations, endowments, and foundations. The firm constructs tactical model portfolios across capital preservation, income, balanced, and growth mandates and also offers 529 plan advisory services and referrals to unaffiliated third‑party money managers.
The firm implements each client relationship through a written Investment Policy Statement and emphasizes asset allocation as the primary determinant of long‑term returns, using actively managed tactical models that may trade frequently and move to cash when market conditions warrant. Portfolios may include equities, investment‑grade and high‑yield bonds, real assets and alternative investments (including private funds available only to qualified investors), and the brochure discloses the potential use of margin and derivative strategies such as inverse/leveraged ETFs for suitable clients.
Distinctive features include the firm’s publication of hypothetical and performance results for its model portfolios — an uncommon practice among independent, solo advisers — and its ADV materials describe a performance‑fee framework with a high‑water‑mark (while also stating the firm does not currently charge performance‑based fees). The firm’s scale (about $28.2 million in discretionary AUM across seven clients) and a disclosure in the Brochure Supplement of a pending civil lawsuit involving the firm’s principal are additional considerations a prospective client may want to review during due diligence.
Client services
Expertise
Occupation focus
Fee options
$0.00 - $1,000,000.00: 1.50% $1,000,001.00 - $10,000,000.00: 1.25% $10,000,001.00 - $50,000,000.00: 1.00% $50,000,001.00 - $9,999,999,999.99: 0.50%
$750 per hour minimum fee for consulting services
Performance fees up to 20% of gains per quarter may be charged for qualified clients; however, currently the firm does not provide performance-based fee services.
Main office
Miami FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Reif Portfolio Management · Reif Portfolio Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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