Advice Built Around Your Financial Life

Reichard Capital is an SEC-registered investment adviser headquartered in Charlotte, North Carolina. Founded in 2019, the firm provides investment management and financial planning services to individuals, families, trusts, estates, businesses, charitable organizations, and other clients.

We believe effective wealth management starts with listening.

Every client has different goals, circumstances, priorities, and concerns. Our process is designed to understand those differences and develop recommendations accordingly. We consider factors such as investment objectives, time horizon, risk tolerance, liquidity needs, family circumstances, and broader financial considerations when developing a client's strategy.

A Personal Approach

• Client-focused planning: We work with clients to establish financial and investment objectives and develop an approach tailored to those objectives.

• Ongoing monitoring: For investment management clients, portfolios are monitored continuously and reviewed at least annually.

• Responsive reviews: We conduct additional reviews whenever a client's circumstances or the market environment change materially.

• Holistic planning: For clients seeking broader financial planning, we look beyond investments to address cash flow, retirement, insurance, estate considerations, and other planning needs.

Our Commitment

We believe clients deserve advice that is thoughtful, transparent, and aligned with their individual circumstances. Our firm has adopted a Code of Ethics that establishes standards of business conduct and recognizes our duty of loyalty, fairness, and good faith to our clients.

Our objective is straightforward: to provide thoughtful advice and disciplined management that helps clients navigate important financial decisions with greater clarity and confidence.