Richard C. Young & Co., Ltd.
Naples, FL and Newport, RI based financial advisory firm ranked top independent advisors for 14 consecutive years by Barron’s.
About
Richard C. Young & Co., Ltd. is a Naples, FL and Newport, RI based financial advisory firm.
We have been ranked by Barron’s as one of the top independent financial advisors in the nation for the last fourteen consecutive years. We manage portfolios for individuals, families, and small businesses throughout the United States. Founded in 1989, the firm focuses on dividend and interest-generating portfolios designed to help retired and soon-to-be-retired investors achieve their financial goals. The firm emphasizes a conservative approach, diversifying globally across asset classes and investing primarily in securities that generate a steady stream of dividend and interest payments.
Services
Global Income & Capital Protection Program
Seeks to provide current income with a secondary goal of conserving principal. Targets an asset mix of 65%-80% in fixed income securities and 20%-35% in equity type securities.
Global Moderate Income Program
Seeks to provide current income while maintaining the purchasing power of future income and capital. Targets an asset mix of 40-60% in fixed income securities and 40%-60% in equity type securities.
Global Moderate Income & Capital Appreciation Program
Seeks to provide income and the opportunity for long-term capital appreciation. Targets an asset mix of 30%-50% fixed income securities and 50%-70% equity type securities.
Global Moderate Capital Appreciation Program
Seeks to provide capital appreciation with a reduced amount of risk compared to an aggressive capital appreciation strategy. Targets an asset mix of 15%-30% in fixed income securities and 70%-85% equity type securities.
Retirement Compounders® Plus Program
A portfolio invested 90%-100% in equities which seeks to provide long-term capital appreciation.
