Reinhart Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,882,000
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$160,111
About
The firm provides discretionary investment management and investment consulting to a small client base that includes individuals, pension and profit-sharing plans, trusts, estates, corporations and other entities, reporting roughly $2.88 million in assets under management across 18 client accounts. Its primary offering is the SPECTRUM program, delivered through three series of portfolios (SPECTRUM, SPECTRUM Balanced and SPECTRUM Leveraged) that can include ETFs, mutual funds, stocks, bonds and cash equivalents.
Investment decisions are guided by a Hybrid Analytical Process that combines fundamental, technical, quantitative and qualitative analysis to generate market signals that feed a Portfolio Design System (target weightings, category weighting, balanced funds and use of inverse/sector instruments). Management is generally discretionary; strategies may involve higher turnover, concentrated positions and tactical use of inverse and leveraged ETFs in certain market environments.
Noteworthy features for a firm of this size include its participation in an institutional custody and service program with Charles Schwab for operational and reporting support, and its offering of consulting engagements billed hourly or as flat/project fees in addition to asset-based management. The firm also uses client testimonials in its advertising materials, a practice that is uncommon among independent solo advisers.
Client services
Portfolio management
Investment consulting
Expertise
Active portfolio management
Fee options
$500 to $5,000 per project
$0+: 2% annually (0.5% quarterly) +: Subject to a 2% maximum fee
$150 to $250 per hour
Minimum fee: Minimum annual fee negotiable; no specific amount stated
Main office location
Reinhart Asset Management LLC
327 16 Th Street
Toledo OH 43604, United States
Number of offices
1
Most active in
Reinhart Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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