A complete list of active advisors currently associated with Right Investment Team LLC
Warmer can help you find a great advisor at Right Investment Team LLC or one who fits your needs even better.
Right Investment Team LLC provides ongoing portfolio management and financial planning services primarily to individual and high‑net‑worth clients, documenting client goals and risk tolerances in an Investment Policy Statement and typically operating with discretionary trading authority. The firm manages client assets directly across a broad range of instruments — including mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), REITs, private placements and venture capital funds — and does not impose an account minimum for its services. The firm’s investment approach draws on multiple methods of analysis (charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory) and employs both long‑ and short‑term trading techniques; it may use options, margin and short sales as part of its strategies. Client accounts are reviewed at least quarterly, and RITL requires clients to custody assets at a specified broker‑dealer for execution and reporting. What distinguishes this firm from many peers is its explicit affiliation with an accounting practice: the firm’s principal is an accountant who provides services through AccountingTeam Ltd and the brochure discloses that clients may be offered accounting advice or products, a relationship the firm acknowledges could present conflicts of interest. The firm also manages assets exclusively in‑house rather than selecting third‑party advisers and documents its willingness to use higher‑risk instruments (private placements, venture capital, margin/short sales) that are less typical for firms of its size.
To learn more about the advisors currently working at Right Investment Team 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 |
|---|---|---|
Avon, OH
| 13
|
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