Our Services

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 a client service associate assigned specifically to oversee their portfolio.

Investment Strategy

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

Portfolio Design & Maintenance

We take the time to do a thorough needs analysis and then design individual portfolios to reflect the varying needs and objectives of each client. We create and manage your tailor-made portfolio of stocks and bonds with the emphasis on achieving your objectives. These portfolios are flexible to the ever changing environment yet they reflect a clear, long-term philosophy toward the accumulation of capital.

Financial Planning

Part of our duties include ensuring our clients have a comprehensive and up-to-date financial plan. Our goal is to educate and provide clients with peace of mind so that when the inevitable gyrations of the market come, they know that it will not compromise their goals or impact their lifestyle. Investing can be an emotional process, but with an up-to-date financial plan, your manager will ensure that you are on track to achieving your goals.

Socially Responsible Investing

Investing in a socially responsible manner is an important consideration for a number of our clients.  As such, we offer a selection of stocks which have some of the highest ESG rankings (environmental, social, governance) in their respective sectors.  While we do not eliminate securities based on perceived concerns, we choose instead to include those firms which are conducting business as socially responsibly as they can, or are working to improve their footprints.

If a client has specific requests, however, we can accommodate those desires to avoid certain investments.

Investment Account Management

We manage a number of strategies that will support the achievement of your investment goals, whether that is focused on preserving your wealth, building a sustainable income stream, the long-term growth of your capital, or some combination of each. The experienced RaeLipskie team can help you determine which type of investment strategy will best suit your needs and objectives.