Reinhart Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and investment consulting to a small client base that includes individuals, pension and profit-sharing plans, trusts, estates, corporations and other entities, reporting roughly $2.88 million in assets under management across 18 client accounts. Its primary offering is the SPECTRUM program, delivered through three series of portfolios (SPECTRUM, SPECTRUM Balanced and SPECTRUM Leveraged) that can include ETFs, mutual funds, stocks, bonds and cash equivalents.
Investment decisions are guided by a Hybrid Analytical Process that combines fundamental, technical, quantitative and qualitative analysis to generate market signals that feed a Portfolio Design System (target weightings, category weighting, balanced funds and use of inverse/sector instruments). Management is generally discretionary; strategies may involve higher turnover, concentrated positions and tactical use of inverse and leveraged ETFs in certain market environments.
Noteworthy features for a firm of this size include its participation in an institutional custody and service program with Charles Schwab for operational and reporting support, and its offering of consulting engagements billed hourly or as flat/project fees in addition to asset-based management. The firm also uses client testimonials in its advertising materials, a practice that is uncommon among independent solo advisers.
Client services
Expertise
Fee options
$500 to $5,000 per project
$0+: 2% annually (0.5% quarterly) +: Subject to a 2% maximum fee
$150 to $250 per hour
Minimum fee: Minimum annual fee negotiable; no specific amount stated
Main office
Toledo OH
Advisors at this office
1
Most active in
Michigan · Ohio
Also doing business as
Reinhart Asset Management LLC · Reinhart Asset 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
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