The Alpha Strategy seeks to earn long-term capital appreciation from a portfolio comprised of U.S. publicly traded equities. The strategy invests in large, mid, and small-cap companies with a minimum market cap of $500M and can be categorized as an All-cap Core investment product.  The strategy seeks to outperform its performance Benchmark, the Russell 3000 Index, over a market cycle of three to five years, net of fees. The strategy is long-only and available through separately managed accounts.

Return information is available upon request. Returns have been verified through 12/31/2017 by Alpha Performance Verification Services. Past performance is not indicative of future success and there is the possibility of lower returns or a loss.

 

Disclaimers

Richie Investment Advisors, LLC (“RIA”) is a Registered Investment Advisor in the states of Georgia and Texas, and conducts its business nationwide under the Richie Capital Group (“RCG”) name which is a separate LLC entity.  Registration as an investment advisor does not imply a certain level of skill or training. The information contained on this website has not been filed with, reviewed by or approved by any regulatory or self-regulatory authority.

This document is limited to the dissemination of general information about the services provided by the Company and is provided for informational purposes only. This document is intended for residents of the United States only and the information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or other financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, or other applicable laws of such jurisdiction. Nothing contained in this document constitutes tax, legal or investment advice.  Except as otherwise permitted by the Company in writing, no portion of this presentation, or the information contained herein, may be copied, reproduced, republished, uploaded, posted, transmitted or distributed in any way. This web site is intended to provide general information about RCG and its business.  RCG and its affiliates do not guarantee the accuracy of the information contained in this web site.

Performance data shown has been verified by Alpha Performance Verification Services, an unaffiliated third party verification services practice.  Data is shown gross of management fees. Performance is computed using monthly returns and are calculated using the time weighted rate of return methodology. Other methods may produce different results. Account returns include realized and unrealized gains and losses, dividends, and interest. Accrual accounting is used to record dividend and interest income. Past performance is not indicative of future performance. The Independent Verifier’s Report on Performance Record and Statement of Investment Performance are an integral part of this presentation and can be found here.   The information contained herein does not suggest or imply and should not be construed, in any manner, a guarantee of future performance and/or investment advice.

Factors that could result in a difference between composite returns and client account returns include, but are not limited to, account asset size, asset allocation, timing of transactions, commissions, management fees and specific client mandates relative to individual investment objectives. You should carefully consider your risk tolerance, time horizon, and financial objectives before making investment decisions. By investing, you run the risk of losing money or losing buying power.

RCG will provide all prospective clients with a copy of our current Form ADV, Part II (“Brochure”) prior to commencing an Advisory relationship. Please feel free to visit the SEC Website and search for firm CRD #281407 for our current ADV. Existing clients will receive an updated copy on an annual basis. In addition, you can e-mail InvestorRelations@richiecapital.com to request a copy. The RCG Alpha Long Short Fund is available exclusively to SEC Accredited investors. Please read important information about the RCG Alpha Long Short Fund here: RCG Alpha Long Short Disclosures.