Need help with your investments or planning for retirement?

We can help put you on a clear path.

23+ Years Serving Clients Like You

Our wealth managers help clients to plan and navigate through today's complex world. We've successfully served families, institutions, and 401(k) plans through many market cycles. The result is less financial stress, worry, and uncertainty.

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High-Quality Investing

History shows that the power of compounding serves investors well over the long haul. We strive to be long-term investors in kerchunker® companies, superior businesses that deliver consistent earnings growth and are likely to reward shareholders.

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Avoid Financial Hurricanes

There are times when capital preservation is paramount. Our systematic assessment of market risk drives when to be defensive and our team is proud of its unique history of protecting clients during the major bear markets of 1987, 2000, and 2008.

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As Seen In

  • Barrons
  • CNBC
  • Forbes
  • Captive Review
  • US News & World Report

1. Schedule an Introduction

Let's chat so you can learn more about us.

2. Gather Information

We will review your accounts, needs, and objectives.

3. Execute a Plan

You will receive a proposal for a custom plan to achieve your goals.

Schedule a Meeting

We're Here to Help

Whether your goal is to gain the freedom to pursue activities that you enjoy, philanthropic pursuits, or the security of having enough money in retirement, Runnymede can be your guide. As a registered investment advisor, Runnymede serves its clients as a fiduciary and must always put its clients’ interests first.

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Your Free Portfolio Review

Find out if you’re on track to meet your financial goals. Runnymede will provide you with a free, no-obligation portfolio review.

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Our Firm

As a fee-only advisor since 1993, Runnymede’s priority is to do the right thing for its clients. Our goal is to deliver unbiased advice and personalized investment management to meet your goals taking into account your objectives and needs. Runnymede offers well-researched investment strategies that emphasize long-term growth and asset protection.

Accolades

  • INVESTOPEDIA 100 Top Influential Financial Advisors
  • Best Customer Service Award
  • investment management for captive insurance
  • captive insurance investments
  • best customer service investments
  • best customer service
  • emerging manager