The RaeLipskie Partnership

The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients. Our success in managing money for our clients is attributable to more than 60 years of investment and securities experience, and a shared belief in long-term investment strategies and dedicated attention to our clients needs whether an individual, non-profit, or business. Specialties: we manage investment portfolios on a discretionary basis. We start by analyzing client goals, objectives, risk tolerance, and liquidity needs. Then we design a portfolio of stocks, bonds and other investments to achieve your specific criteria ... and monitor it closely to ensure your investments are meeting...

Investments,discretionary private wealth management,portfolio management,proprietary pooled fund,and endowments,individuals,charities

The raelipskie partnership operates in the Investment management industry.

The raelipskie partnership's revenue is 11m - 100m

The raelipskie partnership has 11 - 50 employees.