A complete list of active advisors currently associated with RH Knapp & Co.

Warmer can help you find a great advisor at RH Knapp & Co. or one who fits your needs even better.

The firm provides discretionary investment management primarily to individuals, trusts and small corporations, and also serves corporate profit and pension plans, endowments and businesses. As of 01/01/2018 the brochure reports the firm managed approximately $16,793,000 in discretionary assets across about 30 client accounts and does not sell insurance or other financial products or accept commissions. Investment management emphasizes individual securities rather than pooled products, using both fundamental analysis (earnings, management, sector performance) and technical chart analysis to identify buys and sells. The firm generally recommends equity investing for clients with at least a five-year time horizon, operates under limited power of attorney for trading discretion, and allows clients to place restrictions on specific securities. Notable features for a solo advisor include an explicit technical trading discipline (stocks are generally sold if they fall about 8% from purchase and considered for sale after roughly 20% appreciation) and a stated policy against purchasing mutual funds, annuities, or partnerships in managed accounts. The firm operates without additional staff, uses trade aggregation with a written trade-allocation policy, relies primarily on an independent third‑party custodian (commonly Charles Schwab), and leaves proxy voting to clients rather than voting on their behalf.

To learn more about the advisors currently working at RH Knapp & Co., 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.