Dale Q Rice Investment Management LTD
Dale Q Rice Investment Management Ltd is an independent, registered investment adviser headquartered in Vancouver, Washington. Founded in 1999, this boutique firm has 4 employees and manages assets totaling $103.1 million as of August 2024. It primarily serves high-net-worth individuals, other individual investors, small businesses, and a small number of insurance companies and pension/profit-sharing plans, providing personalized portfolio management and investment advisory services.
Investment Strategy
The firm focuses on portfolio management for individuals and small businesses, employing a tailored, asset-based fee approach. Their strategies emphasize diversified, discretionary investment solutions, with holdings across equities (including major positions such as Mastercard), fixed income, and other vehicles to meet client-specific objectives. The firm acts independently of broker-dealer compensation structures and provides personalized advice to high-net-worth and retail clients, supporting long-term growth and risk-mitigation aligned to each client's needs.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 19.47% | $27.6M | 108,572 | $250.42 | $254.63 | +$4.8M |
U USD | PROSHARES ULTRA SEMICONDUCTORS ETF | 17.77% | $25.2M | 230,848 | $66.40 | $99.02 | +$6.8M |
Q QLD | PROSHARES ULTRA QQQ ETF | 12.33% | $17.5M | 123,218 | $109.84 | $137.20 | +$3.5M |
Q QQQ | INVSC QQQ TRUST SRS 1 ETF | 6.20% | $8.8M | 14,379 | $511.23 | $600.37 | +$220.4K |
S SPY | SPDR S&P 500 ETF | 4.98% | $7.1M | 10,509 | $585.85 | $666.18 | +$523.8K |