A complete list of active advisors currently associated with RLR Capital Management, Inc.

Warmer can help you find a great advisor at RLR Capital Management, Inc. or one who fits your needs even better.

RLR Capital Management provides discretionary portfolio management for individual clients, concentrating on investments in stocks, convertible securities, and corporate bonds. The firm manages roughly $8.9 million across seven client accounts and generally requests a $1 million new-account level, with exceptions sometimes permitted. The firm’s process emphasizes asset-allocation decisions and securities selection, using valuation models, earnings-per-share momentum, and analysis of issuer financial strength to guide stock and bond purchases. Portfolios are tailored to client risk-return objectives, may include convertible bonds, and historically have incorporated futures and options as tools to manage risk; trade execution and custody are handled through Pershing. Notable features include a very small, concentrated client roster and a sole-practitioner ownership structure with a principal who brings decades of institutional investment experience and a stock-selection methodology developed at prior firms. The brochure discloses a resolved 2003 consent order related to late state registration; the firm reports no outside business affiliations, no soft-dollar arrangements, and no use of performance-based fees.

To learn more about the advisors currently working at RLR Capital Management, Inc., 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.