A complete list of active advisors currently associated with Young Richard C & Co Ltd

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The firm provides discretionary investment supervisory services to individuals (including high-net-worth clients), small businesses and retirement plans, delivering continuous advice through a set of defined investment management programs as well as tailored custom portfolios. Clients select a program after discussions about goals, time horizon, risk tolerance and liquidity needs, and the firm implements those programs on a discretionary basis. Investment decisions draw on a mix of fundamental, technical, quantitative, qualitative and cyclical analysis and emphasize asset-allocation across equities, fixed income, currencies and cash to match client objectives. Accounts are monitored continuously and reviewed at least annually, with custodial statements provided quarterly and performance summaries available upon request. The firm manages roughly $1.8 billion in discretionary assets, implying AUM per advisor that is notably higher than typical for similarly sized teams, and its regulatory filings indicate relationships with several institutional client types that are uncommon for team firms, including sovereign wealth, banking, insurance, other advisers and municipal entities. Operationally, the firm maintains an affiliated research and publishing business that supplies economic and monetary analysis to the adviser and has a member of management who is a licensed attorney (not currently practicing), both of which the brochure identifies as part of its infrastructure.

To learn more about the advisors currently working at Young Richard C & Co Ltd, 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.