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 deserve.
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.
Recommendations 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.