Riggs Capital Management, LLC. - Stay on course - Investment and Wealth Management
Stay on course
Portfolio Summary
Riggs Capital Management, LLC (RCM) uses a proprietary Customized Wealth Management strategy to create diversified, risk-adjusted portfolios. RCM invests in multiple underlying investments (i.e. mutual funds and exchange-traded funds) based on current market conditions, your individual financial goals and unique preferences (see sample illustrations below).
When selecting investments for your portfolio, RCM performs extensive screening and ongoing due diligence to identify the most compelling investment options. In-depth analysis and frequent one-on-one due-diligence meetings and reviews (where applicable) with money managers allow RCM to obtain deeper analytical perspectives about manager discipline, commitment and philosophy.
RCM monitors market and portfolio activity on an ongoing basis to identify opportunities, address risks and make necessary changes to help meet your investment objectives. Because the market is constantly changing, RCM implements an active management strategy. Portfolios are developed around core asset classes displaying positive fundamentals and long-term relative strength. As market conditions change, RCM will make the appropriate adjustments to your portfolio.
The Customized Wealth Management portfolios are designed uniquely for you based on a variety of criteria including investment goals, risk tolerance and personal preferences (i.e. socially responsible investments, concentrated stock positions and tax considerations).
The result is a custom-built, well-diversified portfolio managed to meet your specific financial needs.
Sample Portfolios
The below graphs are examples of two different Customized Wealth Management portfolios. Portfolio A illustrates an investor with 100 percent of his assets in equities and a high tolerance for risk. Portfolio B shows an investor with 60 percent of her assets in equities and 40 percent of her portfolio invested in bonds with a moderate tolerance for risk.
Benefits of Customized Wealth Management
- Opportunity to invest in thousands of different mutual funds and exchange-traded funds
- Access to multiple closed funds, institutional funds and load funds at Net Asset Value (NAV)
- Unique, dynamic asset allocation investment methodology emphasizing diversification and risk management
- Custom portfolio designed exclusively for you based on your objectives and risk tolerance
- Daily monitoring of market indicators and underlying investments
- Competitive pricing that aligns the economic interests of both RCM and you, the investor
- Comprehensive quarterly performance reporting
- Experienced, dedicated, disciplined portfolio management
Account Information
Minimum Account Size: $250,000
| Fee Schedule: | |
| Assets Under Management | Annual Percentage |
| First $1,000,000 | 1.25% |
| Next $2,000,000 | 1.00% |
| Next $7,000,000 | .75% |
| $10,000,000 or more | Negotiable |
Fees are based upon total household assets.
Choose a Customized Wealth Management Portfolio
To plot a course for your financial future, call Riggs Capital Management, LLC today at 800-575-2717 for a free consultation or simply complete a Confidential Investor Questionnaire and return it to us. We will then analyze your current portfolio, assess your tolerance for risk and generate a customized portfolio recommendation for you.
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RCM's Quarterly Newsltter Dynamics
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