The Advantages of Working with Rich Investments

We are experienced professionals with a defined investment discipline. We respond systematically to changing market and economic conditions to protect and advance clients’ portfolios. Our clients work directly with the Rich Investment owners and decision-makers creating a very personal approach to portfolio management.

Investment Expertise – Dynamic Portfolio Management

Rich Investments, Inc. engages in Dynamic Asset Allocation in order to deliver robust, risk-adjusted returns (over a full market cycle). Our proprietary Relative Strength Momentum (RSM) Model guides our investment decisions. It is a quantitative, computer-driven model that is 100% objective. Our model is designed to identify and react to changes in market leadership. In other words, as market leadership and trends change, so will the investments in our portfolio. After weighing the attractiveness of different asset classes, sectors, funds and equities, our money managers develop an asset allocation strategy which distributes investors’ capital into those areas presenting the most favorable risk-return probabilities.

Defined Investment Discipline

Rich Investments, Inc. first deployed our RSM Model in 1988 in order to launch what has come to be known as our Absolute Return Portfolio. Our disciplined approach to daily market analysis and our quantitative investment model eliminate emotion and indecisiveness — while also enabling our portfolio managers to seek reduced risk and higher risk adjusted returns. When our discipline establishes that there is an upward trend in price, we will allocate investors’ capital to those asset classes, sectors, funds or equities demonstrating the best relative strength and return probabilities. Again, as the leadership and trends change, so will the positions in our investors’ portfolios.

Leadership

We invest our money in the same portfolios utilized by our clients. We “Eat our own cooking!”

Liquidity and Safety – Custodians Utilized

Client accounts are held by an independent custodian, typically Charles Schwab & Co. and TD Ameritrade. This means the client has access to all funds at all times. Rich Investments does not custody assets.