Fee Only

We’re Fee Only – We Work Directly for You

Rich Investments, Inc. is a family-owned and operated, Registered Investment Advisory firm, based out of Philadelphia and South Central Pennsylvania. We are active money managers providing a unique, strategic experience in fee-only investment and wealth management.

Founded in 1988 by R. Raymond Rich, we have more than 30 years of history helping clients manage investments and build wealth. We are registered with the SEC (www.sec. gov) and are proud of our well polished, long-term record of performance. Our “No Conflict of Interest” policy means we are compensated by our clients and not by the investments that we recommend. To put it simply, we work directly for you! We offer first class investment research, disciplined portfolio design and management, personal relationships with experienced advisors, financial planning advice, open communications, great client service, and a culture of respect, integrity, and honesty.

Our Philosophy

We believe that it’s a new era – The Information Age has evolved into the Creative Age. New ideas, new capabilities, and new challenges abound. It’s a world marked by constant and rising change, on an unprecedented level in human history. We believe that it is important to understand this environment of change in which we live and work. This understanding is what forms the foundation of critical and insightful decision making, vital to successful financial planning and investment strategy. Our dynamic model enables us to make important adjustments to our clients’ portfolios as investing conditions change.

We would like the opportunity to work with you to help you strategically manage your portfolio in today’s environment of change.