A complete list of active advisors currently associated with Rulicent

Warmer can help you find a great advisor at Rulicent or one who fits your needs even better.

Rulicent Investments LLC offers discretionary portfolio management and financial planning services to individuals and high‑net‑worth clients, documenting goals, time horizon and risk tolerance in written investment policy statements and utilizing model allocations where appropriate. The firm states an account minimum of $250,000 (waivable) and tailors planning to retirement cash flow, tax, education, debt, risk management and estate/legacy objectives. The investment process incorporates quantitative, technical, fundamental, charting and cyclical analysis and is oriented toward long‑term trading and rules‑driven allocations. Rulicent primarily recommends a systematic sector‑rotation strategy called Sectorpulse — a monthly, predefined rules model that adjusts sector weights — and generally manages client accounts on a discretionary basis. Distinctive operational features include a single management person responsible for reviews and reporting and a reported $0 in assets under management with no client accounts as of the December 2025 calculation date, which contrasts with many peers in the investment manager category. The firm requires custody at Schwab Institutional, does not aggregate trades for multiple client accounts, and may receive custodial research and services (soft‑dollar benefits), all of which can affect trade execution and access to third‑party resources relative to other managers.

To learn more about the advisors currently working at Rulicent, 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.