A complete list of active advisors currently associated with Reif Portfolio Management

Warmer can help you find a great advisor at Reif Portfolio Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Reif Portfolio Management, 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.