Reich Investment Advisors LLC
2350 NW 43rd Street
Boca Raton, FL 33431
Our Unique Approach!
Reich Investment Advisors LLC provides end to end financial solutions for individuals and corporations seeking to minimize risk and maximize yield. Our common sense approach, depth of experience and personal focus provides a unique combination to our clients.
Selecting a financial service company is an important decision. You want an experienced company that is big enough to serve all your needs, yet can provide individual attention.
Our office combines a wide range of financial services with a client-centered philosophy. On this fact sheet, we will provide information about our company and describe the different services we offer. We hope you will find the information you need, and look forward to working with you.
Company Strategy
Reich Investment Advisors LLC is a Registered Investment Advisor (RIA) whose principal has over 33 years investing experience. Our focus is to bring this experience to our clients as we develop portfolios based on your specific risk tolerance.
Our expertise ranges from constructing value portfolios to complex hedging strategies that minimize market volatility. After tax yield is our yardstick: What you keep is more important than what you earn. To do this our expertise is in three areas:
Cash Management - Seek the highest yield in the top rated Money Market Funds, Commercial Paper, and Variable Rate Demand Notes
- Safety and Liquidity - We choose from the 10 top 2a7 funds in the U.S. to seek security and yield.
- Cash Management: We provide additional oversight for Corporate Treasuries in administering their specific cash management objectives.
- Commercial Paper - We access the entire street, not just one firm.
- Variable Rate Demand Bonds - We know the market, the documents, and have access to an array of dealers.
Portfolio Management and Diversification
Diversify a portfolio using the best mutual funds and money managers available. Incorporate the client's current holdings in building their individual investment strategy.
- Diversification through mutual funds, money managers and ETFs
- Short calls and/or futures in portfolios that require hedging
- Assist client construction of stock based portfolios
- Strive to achieve tax efficiency in all products
Yield Management
Structure income portfolios using corporates, preferreds, and municipals to achieve a maximum after tax yield
Fixed Income Portfolio
- Expertise in corporates, municipals, preferreds and mortgages
- Ability to purchase among wide range of vendors
- No fees or markups on any fixed income products
Our Deep and Varied Experience
Daniel Reich has over 30 years of investment experience.
Beginning as a floor clerk in 1975, Mr Reich became a member and option specialist on the Philadelphia Stock Exchange at the age of 21. He has been a member of the American Stock Exchange and the New York Futures Exchange.
In 1992 Mr Reich helped establish a trading desk, internalizing order flow, for the Pershing Division of DLJ. He accepted a job as a PrivateClient broker for Lehman brothers in 1997. Transferring to Bear Stearns in 2001 he worked in Private Client services until the merger with JP Morgan.
Please be aware that Reich Investment Advisors LLC has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
