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• Founded in 1988 by R. Raymond Rich
• Family Owned and Operated
• Matt Falvey: Chief Investment Officer and Portfolio Manager
“We eat our own cooking.”
ABOUTRICH INVESTMENTS, INC.
How We Work with You
Fee-Only, independently owned investment advisor
Registered with the SEC
Personalized approach to managing your portfolio
Work directly with the owners and decision makers
WHATWE DO
Our Job is to Grow Client Portfolios in Accordance with Stated Objectives and Risk Tolerance
We help clients to set reasonable goals and objectives.
We discuss acceptable levels of risk tolerance.
We manage Growth, Absolute Return, Balanced, and ETF Portfolios.
“Changing markets brings opportunities.Our job is to find them.”
- Matt Falvey, CIO, Rich Investments
Market leadership rotates between different investment styles
2005: Foreign Stocks+14.02%
2006: REITs 36.00%
2007: LargeGrowth Stocks
+11.80%
2008: Bonds +5.20%
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STYLEROTATION
SOURCE: Russell Investments, FactSet, Bloomberg. Past performance is No Guarantee of future results. This information is for educational purposes only and is not intended as investment advice. Not intended to represent any Particular investment product.
Telecom+37.38%
Energy31.91%
ConsumerStaples-16.61%
Energy+32.77%
Energy33.34%
SOURCE: Russell. Russell Investment Group is the owner of trademarks, service marks, and copyrights related to its indices. Past performance is no Guarantee of future results. This information is for educational purposes only and is not intended as investment advice. Not intended to represent anyParticular investment product.
2006
2007
20082004
2005
SECTORROTATION
Market leadership also rotates between sectors
CHANGING MARKETSBRING OPPORTUNITIES
Our Portfolios are:
Quantitative, Computer-Driven
100% objective
Goal of our model is to guide us to those areas of the market showing the best relative strength and risk/reward characteristics.
ABOUTRICH INVESTMENTS, INC.
If you are interested in:
Leadership
Excellent long-term performance record
Personalized approach to managing your portfolio
No conflict of interest, nor proprietary products
Not content to be average or status quo
Additional Questions
If you would like more information on:
Fees
Performance
Philosophy
ADV
Other services (i.e. 401k Navigator)
Email us at: [email protected]
RICH INVESTMENTS, INC.CONTACT INFORMATION
Offices Locations:
York, PA ; Philadelphia, PA; and Naples, FL
Contact Information:
Phone: 800-290-7424
Fax: 717-747-0643
Email: [email protected]
Web: www.richinvest.com
Blog: www.thestrategicmile.com
YouTube Channel: www.youtube.com/richinvestmentsinc
