R. L. Rigard & Associates Ltd.

Overview

R. L. Rigard & Associates Ltd. is a corporation under individual ownership that operates as an advisory business offering fee-based investment services. The firm charges a percentage-of-assets fee and may also assess performance-based fees. Its advisory scope includes financial planning, direct portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting work, and client education through newsletters and seminars. The firm is not identified as an active ESG investor, does not report multi-state adviser status, and is not characterized as a capital allocator in the dataset. Industry affiliations indicate the firm can act as sponsor, general partner, or managing member of pooled investment vehicles, suggesting hands-on involvement in at least some private pooled structures.

Assets & Accounts

Investments & Alternatives

Private Funds