Investment Management
Meeting Your Long-term Investment Goals
Our approach is different.
Sound investment management is critical when it comes to achieving your financial goals. However, investment management is often performed without regard to other aspects of your financial life. We recognize that investment management must align closely with your overall financial goals and tax situation while limiting risk in the portfolio only to what is necessary to achieve your objectives and maximize your after-tax returns.
We have a dedicated team of professionals whose primary responsibility is investment management. At the center of our investment management process is our investment committee, who designs, develops, implements and manages your portfolio. This structure allows for the thoughtful execution of our investment principles and policies while ensuring consistency of the overall quality of advice that you receive.
Client Success Story
Step one
Assessing Allocation
Chris and Emily had investments accounts at several different firms but didn’t have an investment strategy and weren’t sure what their overall allocation looked like. We analyzed their current portfolio and provided feedback regarding their allocation, investment overlap, tax efficiency and the investment products utilized.
Step two
Investing With Purpose
Through this process, Chris and Emily realized the importance of implementing a consistent investment strategy. They decided to consolidate their accounts and have us strategically manage the portfolio.
Step three
Future-focused Portfolio Management
The result was a more diversified and tax-efficient portfolio, providing them with less volatility and a better understanding of their portfolio.
Asset Allocation
Choosing the investment that will have the best performance is extremely hard. By investing in assets with different characteristics you can limit portfolio risk without sacrificing return. You can be assured that your portfolio will be developed with the goal of achieving your return objective with the least amount of risk.
Tactical Asset Allocation
Economic conditions fluctuate over time, so our team of professionals continuously monitors the global economy and investment markets in order to make portfolio adjustments that we feel are prudent. We believe significant value can be added during market peaks and valleys as heightened emotions can result in market pricing anomalies that inevitably correct. You will have the comfort of knowing your portfolio is being continually monitored.
Behavioral Biases
Markets can become temporarily inefficient when emotions run high. By recognizing this, we can help you reduce risk when optimism is elevated and increase risk when pessimism peaks. We will insulate you from becoming swayed by the market sentiment which has historically resulted in poor performance as money pours into markets at peaks and exits at bottoms.
Active and Passive Management
Your portfolio will use a blend of active and passive managers, which keeps costs low but also allows you to potentially achieve above-index returns. We have identified asset classes that present opportunities for savvy and disciplined active managers to outperform the indices after fees. By including a select group of active managers, we believe you will see positive performance versus passive mandates.
It’s important that investment management is woven into all facets of your financial life. With the help of our dedicated team of professionals, you can be assured that your portfolio is working for you and providing the best opportunity for you to achieve all of your financial goals.
Meet Our Professionals
Partner + Chief Investment Officer
Darin Richards, CFA®
Aldrich Wealth LP
Darin has been the CIO of Aldrich Wealth since 2004, where he spearheads the development and implementation of the firm’s investment philosophy, guides the investment committee, and co-manages the private wealth team. Darin has made over 50 appearances as a guest on CNBC Power Lunch and has been quoted in several publications, including The Wall… Read more Darin Richards, CFA®
Darin's Specialization
- Series 7 and 63 security exams
- Chartered Financial Analyst (CFA®)
Partner, Founder + Director of Aldrich Wealth Family Office
Scott Barchus, CPA, PFS
Aldrich Wealth LP
K. Scott Barchus joined Aldrich in 1994 and founded Aldrich Wealth and Aldrich Retirement Solutions in 1998. His primary responsibilities include firm management in his role as president of both companies. Scott has a broad array of expertise in both the corporate retirement plan industry and in areas related to working with high-net-worth individuals. Scott… Read more Scott Barchus, CPA, PFS
Scott's Specialization
- Certified Public Accountant
- Personal Financial Specialist
- High-net worth individuals
- Investment management
- Financial planning
- Fiduciary responsibility
- Corporate plan design and administration
Director of Investments
Chris Van Dyke, CFA®, CAIA
Aldrich Wealth LP
Chris Van Dyke has over twenty years of experience in the financial industry. Since joining Aldrich in 2020, he works primarily with high-net-worth individuals, endowments and foundations, and corporate retirement plans. His role supports the firm’s investment research efforts across both traditional and alternative investments. Chris finds tremendous fulfillment in working with individuals and organizations… Read more Chris Van Dyke, CFA®, CAIA
Chris's Specialization
- Wealth management
- Chartered Financial Analyst (CFA®)
Senior Investment Strategist
Joe Hutchinson, CFA®
Aldrich Wealth LP
Joe is a Senior Investment Strategist with extensive experience in portfolio management, investment research, and due diligence, developing tailored strategies that align with client goals through market analysis, risk management, and asset allocation. Before joining the firm, Joe was an institutional investment consultant at an investment consulting firm specializing in Taft-Hartley pension plans. He has… Read more Joe Hutchinson, CFA®
Joe's Specialization
- Investments
Investment Analyst
Grace Hornecker
Aldrich Wealth LP
Grace Hornecker joined Aldrich Wealth in 2022. She has experience in investment and performance analytics, institutional consulting, and wealth management. Her primary focus is on investment strategy execution and ESG research and philosophy development for high-net-worth individuals and corporate retirement plans. Grace has a passion for developing relationships with her clients and assisting them in… Read more Grace Hornecker
Grace's Specialization
- High-net-worth individuals
- Corporate retirement plans
- Wealth management
Q3 2024 Market Commentary + Outlook