Ravensview Capital Management, LLC

Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth individuals, charitable organizations, other non-profits, and family offices. Services include developing a written Statement of Investment Policy, portfolio construction and ongoing monitoring, and defined-scope advisory engagements billed on an hourly basis.

The firm’s investment approach draws on multiple methods of analysis — charting, cyclical analysis, modern portfolio theory, quantitative and technical analysis — and implements strategies ranging from long-term holdings to short-term trading, options, margin and short sales. Ravensview requests discretionary authority for trading, documents client risk tolerances in client policy statements, and issues monthly custodian statements plus separate quarterly written reports.

What is distinctive for a peer independent adviser is Ravensview’s explicit inclusion of charitable organizations and family offices among its client types and its offering of special-project engagements in addition to ongoing management. The brochure also highlights internal training and education in its Code of Ethics and describes operational practices such as trade aggregation and the use of Interactive Brokers’ basket and allocation tools, and the firm manages roughly $95 million across about 20 client accounts, a relatively concentrated client/AUM profile.