Private Money Manager & Advisor
You are not a number at Richman Capital Management. We consider ourselves your financial advocate and your ally thorough challenging economic times. Once you experience our devotion to your money and your life, you’ll never consider managing your financial future at an impersonal bank or financial institution again.
Our primary focus is on you and what matters most to you. Our experience, credentials, and concierge service strengthens this commitments. The result is a custom-tailored approach for helping you pursue a better tomorrow.
Richman Capital Management designs and manages their own proprietary portfolios. Our dynamic investment process takes ongoing research and time, but we feel this is required in order to deliver optimal results. We don't dabble in the markets, we look to excel in the markets which takes our full committment to manage your money.
Our investment solutions seek to provide income and capital appreciation for those clients who need to grow their money. As a boutique investment shop, our number #1 focus is to provide you our very best thinking in investment management.
As an Accredited Investment Fiduciary Analyst ™ (AIFA®) and Market Technician (Chartist), we invite you to experience a better investment process.
Our stock strategy is based on 20 fundamental factors which are inclusive reviewing financials, earnings, technicals and institutional activity.
As market technicians (charting), we feel analysis of a stock chart truly shows us how a stock is behaving every day. We study technical indicators to validate our opinions. We believe our process will capture much market appreciation but more importantly, have the ability to leave a position to lock in profits or sell due to breakdown or decline.
Our income strategy applies our best thinking to not only provide needed income, but grow your money to combat taxes and future inflation.
AIFA® A Heightened Level of Responsibility
We have always believed that effective relationships with our clients are built on trust. That trust is grounded in a commitment to act in your best interest. Indeed this responsibility is required of investment professionals who act as fiduciaries to clients. In addition to this requirement, Craig has undergone extensive study and training to enact fiduciary excellence. This is signified by the Accredited Investment Fiduciary Analyst ™ (AIFA®) designation.
Although there is a virtual alphabet soup in the world of finance, the AIFA® designation is one that we feel is particularly important to help make you secure in the knowledge that we aim to meet the requirements as set forth by law, but wish to exceed them and abide by a gold standard of fiduciary responsibility.
Our promise to you is that you will never have to wonder if your advisor is working in your best interest.