Richman Capital Management is a boutique investment management and consulting firm that caters to three markets:
- High net worth individuals and trusts
- Commercial construction executives
- Not-for-profit organizations
We develop close relationships with our clients. As their financial advocate, our mission is to guide our clients to make the best investment decisions based on their goals.
Our portfolios are designed for clients who are not comfortable with the market's volatility and prefer a defensive strategy for their capital.
To this end, we manage a series of portfolios to meet the diverse needs of our clients
- Dividend based portfolios are designed for tax deferred and taxable accounts ranging from capital preservation to growth.
- Stock dividend portfolio based on a diversified list of large cap stocks that pay strong dividends.
- Adaptive portfolios that include a series of alternative, tactical and conservative equity oriented investments in an effort to seek positive absolute return over a full market cycle, regardless of market condition.
- Income portfolio designed for clients who need consistent income from their capital.
- Alternative investments are discussed under the “Investment Expertise” section.
Our portfolios are only available through Richman Capital Management. With over 30 years experience and expertise, we stand ready to make a difference in your financial future.
Investors should note that diversification does not assure against market loss and that there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. Alternative investments are not suitable for all investors as they involve substantial risk. The risks include, but are not limited to the following: no guarantee that they will reach their investment objectives; there is no public market for shares of these investments making it difficult to sell or, if sold, at a significant discount; alternative investments are highly illiquid in nature; investors could lose all or a substantial amount of their investment; they may be redeemed at less than original amount invested; higher fees and expenses may be charged which may increase the risk that returns are reduced; performance can be volatile; tax and real estate risks due to market and economic conditions may also be associated. Investors must meet specific suitability standards before investing and understand these investments are for a long-term investment horizon.
