Richmond Investment Services

The firm runs a long-only, concentrated US large-cap equity strategy built on bottom-up fundamental research. Portfolios typically hold 25 to 40 names, with low annual turnover and no use of leverage or derivatives. The approach is value-oriented, targeting companies trading below their intrinsic worth with long holding periods.

The identity of the firm's investment personnel is not publicly disclosed. As a small registered investment advisor, it is likely that a single portfolio manager or a tight partnership makes all investment decisions. No public filings or databases identify a named CIO or lead PM.

No. All available indications point to a separate-account-only model serving individual and family clients. There is no record of a mutual fund, ETF, hedge fund, or institutional commingled vehicle offered by the firm.

The firm does not appear to publish a GIPS-compliant composite, public track record, or audited performance data. Returns are reported privately to existing separate-account clients. This lack of third-party verification is common among smaller RIAs but limits external due diligence.

Neither assets under management nor the number of professionals is publicly disclosed. The firm's ADV filings provide a regulatory asset range, but a precise figure has not been published by the firm or reported by financial media.

As a registered investment advisor, Richmond Investment Services likely charges an asset-based management fee on separate accounts. The exact fee schedule is not published online; ADV filings would provide the standard fee table for prospective clients.

There is no public evidence that the firm integrates environmental, social, or governance (ESG) screens or thematic sustainability mandates into its fundamental equity research process.