investment management
RH Buchanan provides investment management strategies that look past short-term turbulence, market fluctuations and identifies investments with attractive risk/return characteristics.
Our disciplined approach has a variety of applications for institutions and affluent families. We serve clients through varying economic cycles and market conditions to help achieve their goals.
We support private and institutional investors:
- High Net Worth Individuals
- Family Enterprises
- Pension Plans
- Foundations & Endowments
- Bank & Trust Companies
What to Expect
Discipline
We maintain a long-term view, analytical process, and diligent research to uphold the responsibilities given to us as investment experts and professional fiduciaries.
Analysis
We commit extraordinary resources and efforts to the selection of investment opportunities. Our experts understand the appropriate methods of evaluating and selecting investments across a broad set of asset classes in public and private markets.
Long term
Our investment managers focus on full market cycles and evaluate performance over the proper time period to achieve more predictable outcomes.
Relationships
Our work is focused on serving the best interests of our clients and meeting their long term objectives. We leverage our expertise and professional relationships to provide extraordinary insight, client service, and access to the global capital markets.
Institutional Client Services
We provide you with flexibility in design, expertise across investment styles and asset classes, a deep understanding of investable opportunities, and relationships, to help achieve your goals as an institution.
We offer insights and expertise into traditional asset classes and alternatives, including real estate and private equity, well established relationships with premier investment managers, and RH Buchanan proprietary funds.
Our independently developed offerings may be selected to create a custom solution and asset allocation to support your investment goals and meet the needs of the organization you serve. Institutional client services are offered to investment consultants, pension plans, endowments, foundations, insurance companies and financial institutions.
Families and High Net Worth Individuals
The proper investment solution and financial plan provides a framework to grow and protect your assets.
We provide a customized asset management service designed to meet your financial goals in partnership with you and your advisors. Our expertise and flexibility may compliment your estate planning, retirement goals, and distribution needs.
We work closely with your team of advisors, tax professionals, and legal experts to ensure a holistic solution for distinguished investors. Our unique capabilities offer opportunities in asset protection, risk and tax planning, legacy and philanthropic objectives, while our investment professionals provide a premier investment management service.