Rylander Richter

Rylander Richter provides investment advisory services to individuals, high‑net‑worth clients and employer retirement plans, offering wrap asset management and wrap comprehensive portfolio management delivered through its sponsored wrap fee program, as well as standalone financial planning, retirement plan consulting and third‑party manager selection. The firm reports managing roughly $101.9 million for about 95 clients and operates with two advisors.

The firm typically manages client accounts on a discretionary basis and tailors portfolios using asset allocation, fixed‑income strategies (including duration constraints), individual equities, ETFs, mutual funds, interval funds, alternative investments and structured products, while employing fundamental, quantitative, technical and qualitative analysis. Review practices vary by service: wrap accounts are reviewed at least annually, and financial planning clients receive proactive outreach with quarterly meetings that can include in‑person, WebEx and telephone consultations.

What is noteworthy about the firm is that it sponsors its own wrap fee program despite being a small, two‑advisor practice, a structure that is relatively uncommon among peers and concentrates trading and reporting within wrapped accounts. The brochure also highlights the firm’s disclosed use of interval funds and a custodial relationship with its recommended provider that includes business‑support services and a program to reimburse certain transfer exit fees tied to asset commitments—arrangements the firm discloses as potential conflicts of interest.