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Brief Introduction To Rich Investments

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Brief Introduction To Rich Investments

  1. 3. <ul><li>Founded in 1988 by R. Raymond Rich </li></ul><ul><li>Family Owned and Operated </li></ul>
  2. 4. <ul><li>Matt Falvey: </li></ul><ul><li>Chief Investment Officer and Portfolio Manager </li></ul>
  3. 5. “ We eat our own cooking.”
  4. 6. ABOUT RICH INVESTMENTS, INC. <ul><li>How We Work with You </li></ul><ul><li>Fee-Only, independently owned investment advisor </li></ul><ul><li>Registered with the SEC </li></ul><ul><li>Personalized approach to managing your portfolio </li></ul><ul><li>Work directly with the owners and decision makers </li></ul>
  5. 7. WHAT WE DO <ul><li>Our Job is to Grow Client Portfolios in Accordance with Stated Objectives and Risk Tolerance </li></ul><ul><li>We help clients to set reasonable goals and objectives. </li></ul><ul><li>We discuss acceptable levels of risk tolerance. </li></ul><ul><li>We manage Growth, Absolute Return, Balanced, and ETF Portfolios. </li></ul>
  6. 8. “ Changing markets brings opportunities. Our job is to find them.” - Matt Falvey, CIO, Rich Investments
  7. 9. Market leadership rotates between different investment styles 2005: Foreign Stocks +14.02% 2006: REITs 36.00% 2007: Large Growth Stocks +11.80% 2008: Bonds +5.20% STYLE ROTATION 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. Small Large Value Growth Small Large Value Growth Small Large Value Growth Small Large Value Growth
  8. 10. Telecom +37.38% Energy 31.91% Consumer Staples -16.61% Energy +32.77% Energy 33.34% 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 any Particular investment product. 2006 2007 2008 2004 2005 SECTOR ROTATION Market leadership also rotates between sectors
  9. 11. CHANGING MARKETS BRING OPPORTUNITIES <ul><li>Our Portfolios are: </li></ul><ul><li>Quantitative, Computer-Driven </li></ul><ul><li>100% objective </li></ul><ul><li>Goal of our model is to guide us to those areas of the market showing the best relative strength and risk/reward characteristics. </li></ul>
  10. 12. ABOUT RICH INVESTMENTS, INC. <ul><li>If you are interested in: </li></ul><ul><li>Leadership </li></ul><ul><li>Excellent long-term performance record </li></ul><ul><li>Personalized approach to managing your portfolio </li></ul><ul><li>No conflict of interest, nor proprietary products </li></ul><ul><li>Not content to be average or status quo </li></ul>
  11. 13. Additional Questions <ul><li>If you would like more information on: </li></ul><ul><li>Fees </li></ul><ul><li>Performance </li></ul><ul><li>Philosophy </li></ul><ul><li>ADV </li></ul><ul><li>Other services (i.e. 401k Navigator) </li></ul><ul><li>Email us at: [email_address] </li></ul>
  12. 14. 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_address] Web: www.richinvest.com Blog: www.thestrategicmile.com YouTube Channel: www.youtube.com/richinvestmentsinc

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