Overview
The Company
Richview Advisors LLC (“we,” “us” or “Richview Advisors”) is an investment adviser
registered with the SEC.1 Richview Advisors was founded in December 2010 by Robert C.
Guiney and R. Gregory True, and is headquartered in Dayton, Ohio. Our principal owners are
Robert C. Guiney, our President and Chief Compliance Officer, and R. Gregory True, our Vice
President.
Advisory Services
Portfolio Management
We provide traditional discretionary portfolio management for one high net worth client,
one foundation, and the two officers of Richview Advisors through separately managed
accounts. Richview Advisors is not accepting new clients. Robert C. Guiney has 38 year
relationships with both the high net worth individual and the chairman of the foundation.
We are value investors. This means that we actively seek stocks of companies that we believe
the market has undervalued. We believe the market overreacts to good and bad news,
resulting in stock price movements that do not correspond with the company’s long-term
fundamentals. The result is
an opportunity for us to profit by buying when the price is
deflated. Our value investing strategy is described in more detail below in Item 8.
Suitability
Our investment strategy is generally executed in a similar manner for all our clients. You
may impose reasonable restrictions on the strategy managed by us if such restrictions are
not materially different from the strategy’s investment objectives. Clients who impose
investment restrictions should be aware that the performance of their accounts may differ
from that of client accounts which do not impose such investment restrictions. Other than
accepting reasonable investment restrictions from clients, we generally do not tailor our
advisory services based on our analysis of the individual needs of clients.
Assets Under Management
As of December 31, 2022, we have $66.6 million in assets under management. We manage
client assets on a discretionary basis.
1 Registration as an investment adviser does not imply a certain level of skill or training.
Form ADV Part 2A – Disclosure Brochure 5 March 16, 2023