Reik & Co., LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$250,557,636
Clients
55
Advisors
4
of 5 employees
About
Reik & Co. provides tailored investment advisory services to individuals (including high‑net‑worth clients), as well as corporations, pension plans and charitable organizations, delivering both discretionary and non‑discretionary portfolio management through personal consultation. The firm offers defined strategies such as Select Investor and a Large Cap dividend strategy and implements client accounts through qualified custodians.
The firm emphasizes long‑term, concentrated equity investing with low turnover; the Select Investor strategy targets companies with significant family or insider ownership, little or no long‑term debt, and limited institutional ownership. Reik & Co. focuses on exchange‑traded securities (including ETFs) and, in limited client circumstances, manages margin accounts and may engage in borrowing and short sales as part of portfolio implementation.
Notable distinctions include the explicit use of borrowing/margin and short‑selling in separately managed accounts—an uncommon practice among similar supported firms—and a policy of not recommending mutual funds in favor of ETFs and individual equities. The firm also generally leaves proxy voting to clients rather than voting on their behalf and constructs concentrated portfolios that can produce higher idiosyncratic and liquidity risk than more broadly diversified peers.
Client services
Expertise
Fee options
Fixed fees may be billed quarterly in advance or arrears; amount based on level of services and client circumstances, no retainer required.
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Account minimum: $500,000
Main office
New York NY
Advisors at this office
4
Most active in
California · Florida · Massachusetts · New York · Ohio
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.
Advisors at this firm
Jeffrey S
New York, NY
Reik & Co., LLC
Jeffrey Schuss is a financial advisor at Reik & Co., LLC with four years of industry experience. He has been with Reik & Co. since 2013, working as part of a four-advisor team based in New York, NY. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for around 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings through its Select Investor and Large Cap strategies.
Tyler B
Series 65
New York, NY
Reik & Co., LLC
Tyler Bowden is a financial advisor at Reik & Co., LLC with a Series 65 designation and two years of industry experience. He has been with Reik & Co. since 2014. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, focusing on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap stocks.
Anne Marie P
New York, NY
Reik & Co., LLC
Anne Marie Pierno is an advisor at Reik & Co., LLC with four years of industry experience. She has been with Reik & Co. since 2006, working within a team-based environment. Reik & Co., LLC is an SEC-registered investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations through concentrated, long-term equity strategies focused on companies with significant insider ownership and strong financial profiles.
William R
New York, NY
Reik & Co., LLC
William Reik, Jr. is a financial advisor at Reik & Co., LLC with 4 years of industry experience. He has been with Reik & Co. since 2006. Reik & Co., LLC is a team-based investment adviser managing approximately $383 million for 57 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on concentrated, long-term equity holdings in exchange-traded securities with strategies emphasizing low turnover, compounded returns, and dividend-paying large-cap securities.
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