Our Firm
Raymond Capital Advisors, LLC (RCA) was founded in 2011, with the vision of offering investors the institutional active investment strategies and advanced risk control techniques the founders developed during their many decades of working together in the investment research industry. Our investment strategies have long-term outperformance objectives and are particularly suitable for qualified retirement and other tax-exempt investment accounts.
RCA offers its investment advisory and consulting services to high net worth individuals, charitable organizations, money management firms, corporate pension and profit-sharing plans.
Our Team
Geoffrey P. Raymond, CFA® (Founder, President, Co-CIO) and Lance J. Stonecypher , CFA®, RMA® (Senior Managing Director, Co-CIO) met each other in 1996 while at Ned Davis Research, a widely respected independent global investment research firm. It was there they merged their talents for developing risk-controlled quantitative equity selection and tactical asset allocation strategies for institutional corporate pension plan clients. In October of 2018, Lance joined Geoff at Raymond Capital Advisors (RCA) to continue the success of these strategies. Prior to joining RCA, Lance held a number of positions during his 30-year career at Ned Davis Research including Chief Equity Sector Strategist, Director of Research, and Director of Custom Research Services. Prior to founding RCA, Geoff had a successful forty-year career in investment management leadership positions at Ned Davis Research, Inc., The Travelers Companies, Texas Commerce Bancshares and Citibank Private Bank. Both Geoff and Lance are holders of the Chartered Financial Analyst (CFA) designation. In addition, Lance holds the Retirement Management Advisor (RMA) certification.
What We Do
RCA offers asset management, retirement management, and consulting services.
Asset Management Services
RCA offers investors disciplined investment strategies that seek to achieve long-term returns greater than target benchmarks, while reducing the risk of significant underperformance relative to appropriate benchmarks. RCA utilizes models that rely on momentum and fundamentally-based ranking systems to identify asset classes, sectors, industries, and stocks likely to generate excess returns. RCA’s current strategies include U.S. Multi-Cap Core Equity, U.S. Multi-Cap Growth Equity, U.S. Multi-Cap Value Equity, Equity Income, Tactical Asset Allocation, and Tactical Asset Allocation-Equity Income strategies.
Financial Planning Services
RCA offers customized financial planning services. Specific services may vary from client to client depending on age, retirement funding status/risk capacity, needs, goals and other factors. A comprehensive plan would include:
• Consultation to understand your needs, goals, and priorities
• Review of your current financial situation
• Analysis of your current retirement funding status and investment risk capacity
• Savings required to maintain your current or aspirational retirement lifestyle
• Recommended risk management allocations and asset selection based on your actual investment risk capacity
• Estimates of your annual retirement cash flow & safe withdrawal strategy
• Investment strategies for portfolio growth, retirement income, cash management & emergency reserves, and outliving one’s savings
• Guidance on your social security elections, investment account drawdowns, general retirement expenses, and tax minimization
• A written financial plan, which will be reviewed in detail with you
Please be assured that all information that you provide will be kept strictly confidential. During the financial planning engagement, we may, on occasion, be required to consult with other third-party professionals at which time we will obtain your written permission to disclose your personal information.
Consulting Services
RCA also offers consulting services a) to assist clients seeking to evaluate and mitigate portfolio risks relative to a chosen benchmark and/or b) create customized investment strategies designed to produce excess returns relative to specific asset allocation or equity index benchmarks. Typically, customized asset allocation or equity strategies involve using a custom mix of stocks, and/or Exchange Traded Funds (“ETFs”) and mutual funds to achieve specific client investment and/or risk management objectives. Due to the customized nature of these services, the advice will be tailored to meet the specific objective and the client can impose any restrictions they deem appropriate.
Investors should carefully consider the investment objectives, risks, charges and expenses of Raymond Capital Advisors strategies. This and other important information about our Strategies are contained in our brochure, which can be obtained by calling (941) 504-1842 or emailing us at raymondcapitaladvisors@gmail.com.
Raymond Capital Advisors, LLC 