Building long-term relationships is our priority at Richman Capital Management. We start the journey by taking the time to listen to and to understand each of our clients personally. Together, we carefully chart a course to pursue financial success. We believe in using prudent investment strategies. For more than 30 years, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission.
Part of that mission is to deliver our best thinking in investment management. As absolute return strategists, we strongly utilize the use of dividend paying securities and alternative investments. With the volatile stock market and continual challenge of diversification due to globalization and macro global economics, the use of dividend paying securities and alternatives are an integral part our our investment offerings:
DIVIDENDS are an essential part of our Portfolios.
Dividend paying securities offer the following potential benefits to investors:
- Pays dividends for just owning the security
- Potential for capital gains
- Great method of providing income
- Compounding returns for the long term
- Perform throughout stock market history
- Almost always outpaces bank instruments
ALTERNATIVE investments are an essential part of our adaptive portfolios.
- Seeks absolute returns versus target market returns
- Low correlation wiht traditional asset classes
- Lowers volatility (standard deviation) of portfolios
- Have the ability to invest long or short
- Not restricted to boxed investment style
- Have the ability to pursue positive return regardless of market direction
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. Richman Capital Management's portfolios are only available to its own clients. We invite you to contact us for more information.
|
| An Independent Voice As an independent investment management and consulting firm, Richman Capital Management: - Acts solely in your best interest
- Is never pressured to promote a particular product
- Provides unbiased financial guidance
- Can provide the best plan for your specific needs
|
|