Overview

The Benefits of Using The RaeLipskie Partnership

The RaeLipskie Partnership takes the time to do a thorough needs analysis and then designs individual portfolios to reflect the varying needs and objectives of each client. These portfolios are flexible to the ever changing environment yet they reflect a clear, long-term philosophy toward the accumulation of capital. Our entire team is available to all of our clients, but every client has two portfolio managers and one administrative team member assigned specifically to oversee their portfolio.

Our investment management fees are competitive within the investment industry. We avoid the overhead of the big firms and the multiple layers of compensation. Our total focus is on managing clients’ investments and meeting their objectives. We have no other products or business distractions.

Since our roots in 1989, we have planned for the future with new team members along the way and have used our wealth of experience in a disciplined approach to produce strong results for our clients.