A complete list of active advisors currently associated with Runde & Co. LLC

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

Runde & Co. LLC is an SEC-registered independent investment adviser that provides discretionary portfolio management and asset-allocation services using stocks, bonds, and mutual funds to high‑net‑worth individuals and institutional clients, including foundations, corporate pension and profit‑sharing plans, and other investment advisers. The firm manages about $209 million across a relatively small client base and offers seven strategy portfolios tailored to client objectives. The firm follows a fundamentally based, process‑driven investment approach built around an in‑house proprietary filter to identify undervalued and overvalued securities, pursuing highly diversified portfolios with low turnover to seek improved risk‑adjusted and tax‑efficient results. Asset allocation is established for each client and reviewed regularly, and accounts are generally managed on a discretionary basis consistent with written client guidelines. What is notable for this firm is its practice of reporting and advertising portfolio performance—clients receive quarterly reports that include a Portfolio Performance Review and an annual realized gains and losses report—which is uncommon among peers. Runde also concentrates on high‑net‑worth and institutional relationships rather than on non‑HNW retail individuals and serves as a sub‑advisor to a multi‑strategy firm, arrangements that distinguish it from many similarly sized advisers.

To learn more about the advisors currently working at Runde & Co. 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.