A complete list of active advisors currently associated with RR Portfolios, LLC
Warmer can help you find a great advisor at RR Portfolios, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management primarily to individual and high‑net‑worth clients, and also accepts other investment advisers as clients. It documents client objectives and risk tolerance in individualized Investment Policy Statements and manages about $30.5 million for a small client base with an account minimum that is generally $500,000 (waivable). The firm’s investment process combines cyclical, fundamental, and technical analysis and uses long‑term trading alongside leveraged strategies such as margin and options trading, including covered and uncovered positions and spread strategies. It seeks discretionary authority to execute transactions on behalf of clients and performs quarterly reviews of accounts against each client’s documented risk profile. Compared with many solo independent advisers, this firm’s active use of derivatives and margin within separately managed accounts and its ability to allocate limited‑supply opportunities (including IPOs and private placements) across client accounts are uncommon. The firm also requires client custody at a specified institutional custodian and receives related institutional services and access to research, which can influence execution and the ancillary benefits it receives.
To learn more about the advisors currently working at RR Portfolios, 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 |
|---|---|---|
Herndon, VA
| 8
|
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