A complete list of active advisors currently associated with Reliance Capital Holdings, LLC
Warmer can help you find a great advisor at Reliance Capital Holdings, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. Services include creation of an Investment Policy Statement, ongoing portfolio supervision, and selection and monitoring of third‑party money managers. Its investment process combines fundamental and technical analysis to build portfolios across mutual funds, equities, bonds, ETFs, REITs and insurance products, and it documents risk tolerance and objectives in client Investment Policy Statements. The firm may employ long‑ and short‑term trading, margin, short sales and options strategies, and it also directs clients to third‑party managers such as Brinker, Lockwood and Advisors Capital for outsourced management. Notable features disclosed in the brochure include that the firm’s principal maintains separate roles as a licensed insurance agent and as an attorney, may offer insurance products and charge legal fees outside the advisory relationship, and discloses those potential conflicts to clients. The firm also requires use of its recommended custodians (including Pershing, Fidelity and Sterne Agee), does not participate in wrap fee programs, and conducts account reviews at least quarterly by the firm’s principal, which distinguishes its operating model from many small independent advisers.
To learn more about the advisors currently working at Reliance Capital Holdings, 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.
Name |
Location |
Years of experience |
|---|---|---|
Southfield, MI
| 19
|
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