Advisor at Ares-Bound Capital
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Firm
Ares-Bound Capital
Location
Cedar Rapids, IA
Credentials
Series 65, Series 66
Industry experience
4 years
Riddhiman Moharar is a financial advisor at Ares-Bound Capital in Cedar Rapids, IA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Ares-Bound Capital in 2020, he worked for International Business Machines Corp. for five years. Ares-Bound Capital offers discretionary portfolio management and financial planning services to individual investors, select high-net-worth clients, and small businesses. The firm employs a combination of tactical asset allocation, sector rotation, dividend-discount modeling, and Monte Carlo simulation to manage client portfolios across various securities, including equities, fixed income, mutual funds, ETFs, and options.
2.25% of assets annually
Cedar Rapids, IA
Colorado · Illinois · Iowa · Virginia
Ares-Bound Capital
2020 - Present (6 years)
International Business Machines Corp.
2015 - 2020 (5 years)
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