Richard Ney & Associates Asset Management, Inc.

Overview

Richard Ney & Associates Asset Management, Inc. is a small, discretionary wealth manager that runs a concentrated, equity-heavy strategy for high-net-worth individuals and institutions. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It is not positioned as an ESG investor and is not registered as a multistate adviser, which suggests a regional operating footprint and a boutique service model. Investment activity is skewed toward listed equities and exchange-traded strategies, with equities forming the core of client portfolios. The firm supplements equity exposure with traditional mutual funds and annuities and allocates a portion of client capital to alternatives—primarily real estate, commodities and oil & gas—likely to provide income, inflation protection and diversification to equity-heavy books.

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