Runnymede Capital Advisors,
Inc., was founded to manage assets of high net worth individuals.
Using a hands-on wealth management approach we work with a limited
number of investors to ensure them the personalized service they
Each portfolio is evaluated employing a top-down review process.
Starting with an economic and market outlook, the asset allocation
and portfolio are measured against your investment plan to make
sure the big picture is clearly in view. Focus and attention are
applied to each component of the portfolio to measure how each
asset class is contributing to portfolio returns.
are made when needed to fine tune segments of the portfolio.
Individual holdings are routinely monitored, researched and
traded. Surveillance over separate account managers and mutual
funds is routine. We bring all this together to make strategic and
tactical changes in a portfolio to seek to maximize returns for a
given level of risk.