Reik & Co., LLC

Reik & Co. provides tailored investment advisory services to individuals (including high‑net‑worth clients), as well as corporations, pension plans and charitable organizations, delivering both discretionary and non‑discretionary portfolio management through personal consultation. The firm offers defined strategies such as Select Investor and a Large Cap dividend strategy and implements client accounts through qualified custodians.

The firm emphasizes long‑term, concentrated equity investing with low turnover; the Select Investor strategy targets companies with significant family or insider ownership, little or no long‑term debt, and limited institutional ownership. Reik & Co. focuses on exchange‑traded securities (including ETFs) and, in limited client circumstances, manages margin accounts and may engage in borrowing and short sales as part of portfolio implementation.

Notable distinctions include the explicit use of borrowing/margin and short‑selling in separately managed accounts—an uncommon practice among similar supported firms—and a policy of not recommending mutual funds in favor of ETFs and individual equities. The firm also generally leaves proxy voting to clients rather than voting on their behalf and constructs concentrated portfolios that can produce higher idiosyncratic and liquidity risk than more broadly diversified peers.