Richard C. Whelchel

My goal is to assist non-profit organizations, financial institutions, and municipalities in implementing customized fixed income strategies to increase their yields while protecting their investment portfolio. I achieve this by providing a high level of advice, experience, and performance while consistently acknowledging that trust and ethics are the most important elements in any of my client relationships.

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Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click Contact.