Rich & Company LLC

Rich & Company provides investment management, financial planning, and consulting primarily to individuals and high-net-worth clients, as well as to corporations, trusts, estates, retirement accounts, and some non‑United States persons. The firm offers both discretionary and non‑discretionary portfolio management, advice on private and non‑public investments, selection and coordination of third‑party advisors, and ongoing tax planning and preparation as part of its advisory services.

The firm tailors recommendations using a mix of fundamental, technical, top‑down and bottom‑up analyses and monitors client portfolios on an ongoing basis, with documented plans and periodic rebalancing. It also provides consolidated family office oversight and multi‑advisor coordination—aggregating reporting across custodied and non‑custodied assets, evaluating outside managers, and integrating tax and estate review into investment decisions; private placements and other illiquid holdings are included in regulatory reporting when Rich & Company provides continuous supervisory services.

Notable distinctions for a small, state‑registered adviser include an affiliation with a licensed CPA practice that supports integrated tax preparation and planning, and a substantial assets‑under‑advisement program where the firm provides advice and consolidated reporting on outside accounts and directly held real estate. The firm also manages certain charitable or donor‑advised accounts without an advisory fee and maintains a documented valuation policy and additional review procedures for private placements and direct investments.