Dale Q. Rice Investment Management

Overview

Dale Q. Rice Investment Management is a corporation that registered with the SEC in 2022 and is owned by an individual. The firm advises both individual and family clients as well as institutional investors, and charges fees based on a percentage of assets under management. Its advisory work is focused on portfolio management for individuals and small businesses, and the firm also operates as an insurance broker, which shapes some of its product offerings. The firm is not positioned as an ESG-focused manager, does not act as a capital allocator, and does not serve as a pension consultant. It is classified as an unclassified adviser in the filing and is organized to deliver traditional advisory and insurance-related services rather than multi-state or related-adviser platforms.

Assets & Accounts

Investments & Alternatives