Rigard AIMS

Active Investment Management Service

How the Rigard Investment Process Helps Investors Meet Expectations?

Active Investment Management Service

Pension Plans (Public & Private)

To provide retail and institutional investors alike with conservative cash-flow generating investment strategies. Our mission is to solidify your portfolio with high-performing assets that induce long-term confidence for your investment performance and outlook. Cash Flow Positive Intelligent Equity Investments

Pension Plans (Public & Private)

Rigard provides customized separate accounts and advisory services institutional clients.

Rigard AIMS : Active Investment Management Service provides institutional investors with a

Individuals

everlasting trust and outperform the index on average over the coming years.

Family Offices & Trusts

To serve as the primary source of prudent investment and analysis. We seek to earn everlasting trust and outperform the index on average over the coming years.

To provide retail and institutional investors alike with conservative cash-flow generating investment strategies. Our mission is to solidify your portfolio with high-performing assets that induce long-term confidence for your investment performance and outlook. Cash Flow Positive Intelligent Equity Investments

Our primary concern are companies that can maintain healthy cash-flow and can successfully allocate the cash into areas of the business that return shareholder value and boost profitability. This is the baseline of our strategy and every investment that we make must meet this minimum criteria. Every investment that we choose must meet this minimum criteria of healthy cash-flows and maintain strategic capital allocation practices

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Our thinking on investment process

Other worldly factors that can effect performance

fundamentals vs qualities

Every company that we analyze must meet the minimum stress test and financial modeling before we move into the next part of the investment process. We utilize macro screening but analyze on the micro level. During the Investment Process we employ competitive analysis in industries that are instrumental to our ecosystem. As active investors we only select the business that outperforms in their industry or sector. Fundamental analysis leads our investment process followed by qualitative aspects of the business.

Key Qualitative Considerations For Investment

Corporate decision making is one of the biggest risks, but reason for success. Strictly analyzing the financials of a business to make a decision is imprudent. Valuable insights are provided within the Annual Reports and 10K and other mandatory filings.

Corporate leadership decision making is one of the biggest risks, but… a main reason for success. Strictly analyzing the financials of a business to make a decision is imprudent.