The Rice Partnership, LLC

The Rice Partnership, LLC provides discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, businesses, and charitable organizations. Services described in the firm’s brochure include portfolio management, financial and estate planning, investment policy development, ongoing monitoring, and multi‑family office solutions.

The firm’s investment approach emphasizes tax‑aware, fundamental equity selection focused on free cash flow and strong balance sheets, active fixed‑income duration and cash‑flow management, and low‑cost ETF allocations for international diversification, supplemented by satellite strategies implemented through strategic manager relationships. It relies on third‑party managers for certain ESG strategies and may recommend sub‑advisors or specialty products such as Delaware Statutory Trusts (1031 exchanges) and securities‑backed loan facilitation when appropriate.

Compared with many peers, The Rice Partnership discloses an affiliation with a subsidiary investment adviser, Wealthjar Investment Advisory, LLC, and notes it may select or coordinate sub‑advisors, creating additional layers of third‑party relationships. The brochure also highlights several atypical service arrangements for a team firm of this size, including variable client credits toward estate‑planning legal work, hands‑on DST monitoring for 1031 investments, and participation in custodian referral programs and loan‑referral platforms that the firm discloses as potential sources of conflicts of interest.