Rinaudo Capital manages investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates an investment policy statement for every client and handles ongoing portfolio management, including asset allocation, security selection, and regular monitoring. Rinaudo Capital operates with the authority to make trades without asking clients first. The firm relies on fundamental analysis, technical analysis, and modern portfolio theory when making investment decisions. Rinaudo Capital requires clients to keep their funds with Interactive Brokers.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are non-negotiable.