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Wealth Management Firms
Professionally Managed Portfolios

RJL Wealth Management offers Professionally Managed Portfolios to individuals, families, businesses and institutions.

We use several industry-leading investment solutions to provide our clients access to a variety of portfolios at virtually every account level.

Available Asset Management Solutions:

portfolio8 advisor managed portfolios separately managed accounts

Risk Managed Portfolios

Risk management is at the foundation of our two flagship portfolios: RJL Risk Managed Growth and RJL Risk Managed Balanced.

Investment themes and strategies are generated by our Investment Committee, which includes Raymond J. Lucia, Sr., CFP®, Ben Stein, Phil DeMuth, Jeffrey Mindlin and Craig Columbus.

Daily management, monitoring and servicing of the accounts are operated by Advanced Equities Asset Management as sub-advisor.

Advisor Managed Portfolios

For clients requiring a hands on approach to portfolio management, we offer our Advisor Managed Portfolio solutions.

Separately Managed Accounts

For clients interested in accessing institutional investment solutions, our Investment Advisors will customize your asset allocation and design an implementation strategy by using one of several hundred available portfolios.
 

Investment Management

Advisory Board

The RJL Wealth Management Advisory Board includes Raymond J. Lucia, Sr., Ben Stein, Phil DeMuth and Craig Columbus. (Ray Lucia, Sr., Ben Stein and Phil DeMuth are not endorsed by or affiliated with First Allied Securities, Inc.)