About Us

Since 1989, The RaeLipskie Partnership has served clients with a customer-first and community-based approach to everything we do. We pride ourselves in our ability to listen to the needs and goals of our clients and design flexible, custom portfolios to suit their investment objectives. When you invest with the RaeLipskie Partnership, you’re not investing with just a private wealth manager. Our entire team is dedicated to your success. Our team has the skills and expertise to help you meet your investment objectives. We pride ourselves in our “listen first” approach and are always willing to go the extra mile to help you succeed.

We Emphasize:

Portfolio Design

a conservative, disciplined long-term management approach driven by client goals

Communication

to make the process understandable and transparent for our clients with clear, concise and informative reporting and access to a team dedicated to serving you.

Stock Selection

a bias for quality companies that consistently demonstrate the ability to grow their earnings and/or dividends

Investment Approach

building portfolios of high-quality, generally larger companies, guided by a big picture, top-down macro-economic outlook

Diversification

as a means of reducing risk

Flexibility

to adjust changes in your investment objectives/risk tolerance or to adapt to a changing economic environment

Trust. Experience. Integrity.

Our Commitment

At The RaeLipskie Partnership, we are committed to our clients and have one clear mission: to provide our clients with objective, professional investment management – free from any conflict of interest. Our goal is to protect, enhance, and oversee our clients’ capital.

We Pledge:

To consider only those investments which are appropriate to our clients’ needs.

To develop and manage portfolios of equities and fixed income securities for asset growth and income, based on our clients’ objectives and risk tolerances.

Most important of all, we pledge to manage our clients’ assets with utmost integrity, while upholding the high ethical standards of the investment counsel profession.

Transparency and Accountability

The RaeLipskie Partnership is dedicated to providing our clients with objective and professional investment management – free from any conflict of interest. We have a fiduciary duty to put our clients’ interests first.

Our compensation is a fee that is based solely on a tiered percentage of the total market value of your assets on a quarterly basis. We receive no sales commissions or compensation relating to trade activity. There are no hidden fees and all costs are disclosed and agreed upon.  This means you can rest easy knowing that we’re working in your best interest at all times.

We provide discretionary management services to clients with combined investable assets greater than $500,000.