Richline Capital Management Inc. offers investment advisory services through Separately Managed Accounts (SMAs), focusing on U.S. equity strategies. Their investment approach is based on fundamental research and a long-term value investing philosophy, selecting U.S.-listed companies with strong balance sheets and attractive valuations. Services are customized to each client's objectives, risk tolerance, and liquidity needs.
Assets Under Management$19M
Clients19
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Richline Capital charges a combination of asset-based management fees and performance-based fees. The exact fee structure is negotiated individually with each client. Management fees are typically billed quarterly, based on the account’s value at the end of the billing period, or on an average daily balance.
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