A complete list of active advisors currently associated with R. L. Rigard & Associates Ltd.
Warmer can help you find a great advisor at R. L. Rigard & Associates Ltd. or one who fits your needs even better.
R. L. Rigard & Associates Ltd. provides portfolio management, financial planning, pension consulting, and related advisory services to a mix of pooled investment vehicles, pension and profit‑sharing plans, corporations, charitable organizations, and individual clients. The firm also advises investment clubs, manages a private fund, and offers subscription‑based market commentary and investor events. The firm’s investment process is grounded in fundamental analysis and a long‑term, value‑oriented approach, focusing on company fundamentals such as cash, debt, competitive advantages, and management while also utilizing real‑estate funds, annuities, and, in certain accounts, margin and options strategies. Client objectives are documented in Investment Policy Statements, and the firm may operate with discretionary trading authority, provides regular portfolio monitoring, and delivers quarterly custodian reports. Noteworthy aspects that distinguish the firm from many peers include its subscription newsletter (The Rigard Report) that delivers stock recommendations, portfolio reviews, and invitations to bi‑annual investor events, alongside the firm’s offering of educational seminars/workshops and ongoing pension consulting for employee benefit plans. The firm also manages a private pooled vehicle (subject to annual audited financial statements under custody rules) and requires clients to use a specified custodian for execution and reporting.
To learn more about the advisors currently working at R. L. Rigard & Associates Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 9
|
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