R.H. Bluestein & Company’s investment philosophy is based on a conservative approach to the management of financial assets with an emphasis on capital preservation and long-term growth. We offer an individualized experience, allowing us to provide our clients with an investment solution that fits their personal objectives.

Long-Term Perspective

The basic tenet for developing a successfully managed portfolio is effective asset allocation implemented with a long-term perspective. Implicit in our investment philosophy is the continuous effort to achieve a proper balance between the risks and rewards associated with the ownership of financial assets.

Resilience and Flexibility

We aim to design an investment portfolio in a manner which enables it to endure the shock of an unforeseen economic contraction and, at the same time, participate commensurately in future economic growth. We understand and expect our client’s investment objectives to change overtime. A strength of ours is our ability to adjust to changing investment landscapes and matching those changes with the expected changes in our client’s investment objectives.

We offer an individualized experience, allowing us to provide our clients with an investment solution that fits their personal objectives.

Investment Types

We confine the majority of the asset mix to traditional securities. We can also include alternative investment assets where appropriate. The asset mix includes, but is not limited to:

  • Equity securities listed on national and international exchanges
  • Securities traded over-the counter
  • Equity options
  • Private equity securities
  • Foreign issues
  • Bonds issued by the U.S. Government and its Agencies
  • Bonds issued by high-grade corporate and municipal issuers
  • Cash management products offered by government and corporate borrowers
  • Hard assets including precious metals and rare gems

Our Clients

We provide investment management counsel to a broad range of clients including individual investors, trusts, estates, family groups, corporations, pension plans, profit-sharing plans, foundations, and municipal employee retirement systems. Our services are tailored to reflect the goals and objectives of each individual client and their portfolios.