Richmond Investment Services, LLC
Richmond Investment Services, LLC is an SEC-registered investment adviser headquartered in Mequon, Wisconsin. Founded in September 2006, the firm is principally owned by Matthew Richmond, provides tailored investment advisory and financial planning services for individuals, high net worth clients, trusts, estates, and charitable organizations. They focus on personalized discretionary portfolio management, retirement planning, and estate conservation. The firm has approximately 10–11 employees serving over 1,200 accounts, with a commitment to fiduciary standards and client-centric solutions.
Investment Strategy
Richmond Investment Services delivers personalized, discretionary and non-discretionary investment advisory services, tailoring strategies to meet each client’s financial needs, risk tolerance, and objectives. The firm utilizes asset allocation programs (including LPL Financial–Sponsored offerings such as Optimum Market Portfolios and Model Wealth Portfolios) and diversified portfolios of mutual funds and ETFs. RIS conducts in-depth financial analysis for every client to align holdings with their risk capacity and goals, emphasizing a fiduciary approach to portfolio management. Trades are executed in the best interest of clients, and advisory programs are selected to maximize suitability and performance within defined objectives.
Top Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWL | ISHARES TR | 12.18% | $57.7M | 376,570 | $148.80 | $153.12 | +$32.3M |
Q QQQ | INVESCO QQQ TR | 7.44% | $35.2M | 63,861 | $530.39 | $551.64 | +$20.5M |
M MOAT | VANECK ETF TRUST | 6.20% | $29.3M | 312,899 | $93.10 | $93.79 | +$14.4M |
V VNLA | JANUS DETROIT STR TR | 4.79% | $22.7M | 460,617 | $49.08 | $49.20 | +$13.6M |
S SPLG | SPDR SERIES TRUST | 4.72% | $22.3M | 307,324 | $71.84 | $72.69 | +$19.3M |