R.G. ASSOCIATES, INC.

Overview

R.G. Associates, Inc. is a small, equity-focused advisory firm that manages discretionary portfolios for individuals and families, with an emphasis on direct portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for exchange-traded equities as the primary building block of client portfolios. R.G. Associates operates with a concentrated client base, which supports a high-touch advisory approach and the ability to tailor positions at the account level rather than relying on broad, one-size-fits-all solutions. Investment activity centers on listed securities and exchange-traded instruments. The firm appears to combine individually selected equities with pooled products such as exchange-traded funds and mutual funds to construct core exposure and implement sector or factor tilts. Environmental, social and governance (ESG) investing is not reported as an active emphasis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices