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Investment Strategy


RCO’s investment strategy is focused on the purchase of high quality companies at prices that represent good value along with low levels of debt; pay and grow dividends; and are leaders in their industry. RCO’s security screening process incorporates fundamental and technical analyses. Fundamental analysis involves analyzing a company’s financial statements to determine the fair value of the business as compared to its market value. RCO also reviews management’s experience and performance and the company’s outlook within its industry. Technical analysis is utilized by RCO to forecast a company’s future financial price movements based on reviews of past price movements.

RCO tends to be a value investor and does not chase momentum trends or invest in high valuation stocks. A high valuation would be an investment that is priced at a level that we believe overstates the future potential for the investment. RCO achieves diversification within the portfolio by taking into account correlations between assets and exposure to different sectors of the S&P 500. Ongoing due diligence and monitoring of securities are conducted on a regular basis. The Investment Committee meets regularly to review macroeconomic news, portfolio strategy, sector weights, portfolio holdings and other topics.

RCO invests primarily in equities, and depending upon clients’ needs, RCO may also invest accounts in exchange-traded funds (“ETFs”), mutual funds, bonds and/or other asset classes that have the potential to benefit the portfolio. As an active investment manager not utilizing model portfolios, RCO’s investment approach is fluid and is subject to adjustments based on changing economic conditions. Any adjustment to RCO’s investment approach is first carefully considered by the Investment Committee, and, if implemented, is designed to align with our clients’ best interests.
Thorough Research


Acting as a fiduciary, we put our clients’ interests ahead of our own. We do not use proprietary products; our research and portfolio management process is entirely independent and focused on meeting the goals of our clients.

Once your portfolio is invested, the ongoing monitoring and due diligence process is just getting started. Our Portfolio Managers tirelessly screen indexes and sectors for companies that present attractive growth at a reasonable price. Our Investment Committee meets regularly to discuss new additions, potential sales, economic data, politics and other current events. Our investment holdings are monitored regularly by our Portfolio Managers. A member of our Portfolio Management team attends every quarterly earnings call for positions held in portfolios. The Portfolio Managers also regularly monitor tax implications, risk tolerance and other factors to ensure that the portfolio is aligned with your goals and objectives.

You Work Hard For Your Wealth
We Help Your Wealth Work Hard For You

About US

investment management for high net worth individuals, trusts and charitable endowments.

Our History
The Randolph Company was founded in 1966 by Guy D. Randolph, Jr., as a financial services company that specialized in life insurance. In 1986, Carter F. Randolph, PhD, started a career as an independent investment advisor and in 1996 succeeded as Chairman and President of The Randolph Company. The Randolph Company’s focus then changed from insurance to an investment advisory firm that offers portfolio management to high net worth individuals/families, trusts and foundations. As of April 2019, The Randolph Company has assets under management of over $600 million.

Our Philosophy
 The Randolph Company believes the trust between a client and a financial advisor is of utmost importance, and we do not take this relationship lightly. We make educated, informed decisions that align with our clients’ goals and desired outcomes. We do not use proprietary products. Instead, we pick investments based on fundamental and technical analyses. Our clients grant us full discretion, allowing us to utilize our experience and expertise to build diversified portfolios in a cost and tax conscious manner.

We believe the segregation of duties is a very important principle in wealth management. We are not affiliated with a law firm, accounting firm or insurance firm. We believe such affiliations cloud the ability of each provider to render the best advice to clients.

To ensure the security of our clients’ funds, The Randolph Company utilizes TD Ameritrade, a well-known leader in the financial services industry, as custodian for our clients. All statements and trade confirmations are sent from TD Ameritrade directly to our clients.

  • Guy Randolph

    Founder

The Randolph Company

Our Success Comes From Your Success

We Build A Portfolio Aligned With Your Goals

PORTFOLIO MANAGEMENT TEAM

Our Team Is Here For You
Go Back

Community Involvement

We believe that giving back and being involved with our community is essential.
At The Randolph Company we are able to help support local organizations (linked below).
  • Greenacres
  • Josh Cares
  • Wine Down Wednesday
  • YMCA

Links

DISCLOSURE STATEMENT

The Randolph Company was established in 1986 as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). Registration with the Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. More information about The Randolph Company can be found on the SEC website. The Randolph Company’s latest ADV Brochure is located here. Past performance is not as an indication of future results. This presentation is for informational purposes and is not an offer to solicit any purchase or sales of securities.

PRIVACY STATEMENT

The Randolph Company may obtain nonpublic personal information about you from investment advisory agreements and accounts. We are committed to maintaining your trust and confidence by safeguarding this information. We do not disclose any of your personal information to anyone without your consent except as mandated by law. We restrict access to your personal information to those employees who need to know that information to provide services to you.

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