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The Pursuit of Financial Success Through Personalized Wealth and Investment Management

The Pursuit of Financial Success Through Personalized Wealth and Investment Management

At Runyan Capital, we understand that wealth is not just about accumulating assets, but also about preserving and growing them in line with each client's unique goals and objectives. We recognize the significance of factors such as risk tolerance, age, investment time horizon, purpose for the funds, and tax considerations in accumulating and preserving wealth.

We place great emphasis on building portfolios that align accurately with your risk tolerance and investment goals. This crucial step seeks to ensure the development of a balanced approach with the goal of maximizing your investing experience. This collaborative process aims to ensure that you remain confident in any economic climate.

Whether you seek to grow your wealth, preserve your assets, or create a lasting legacy, our team of dedicated professionals work closely with you to develop a customized strategy that reflects your aspirations. At Runyan Capital, we are here to guide you on your financial journey and empower you to make informed decisions that drive your financial well-being.

*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 

FAQs for Runyan Capital

1) What does a Beverly Hills wealth manager actually do for high-net-worth clients?

We align your assets to your goals through a disciplined, tax-aware investment plan coordinated with your CPA and attorney. Our team manages portfolio design, risk controls, cash flow planning, and legacy strategies for individuals and families in Beverly Hills and across the United States.

2) Is Runyan Capital a fiduciary, and why does that matter?

Yes—Runyan Capital acts as a fiduciary, meaning we put your interests first in every recommendation. Our guidance is transparent and seeks to support long-term outcomes rather than short-term trends.

3) What is your minimum portfolio size for new clients?

Most new client relationships begin at $1M+ in investable assets. If you are near that threshold and value a disciplined, planning-led approach, we’re happy to talk.

4) How do you manage portfolios for clients with $1–5M in assets?

We use evidence-based asset allocation, purposeful tilts, tax-efficient implementation, and ongoing rebalancing. Your allocation reflects time horizon, spending needs, tax profile, and concentration risks, implemented through low-cost funds, individual securities, and selective alternatives.

*Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.  Rebalancing and Asset allocation do not ensure a profit or protect against a loss.

5) Can you help reduce taxes on my investments in California?

Yes—tax efficiency is built into our process, including asset location, tax-loss harvesting, charitable strategies, and coordinated planning with your CPA. We also consider multi-state tax implications common for Los Angeles–area professionals.

6) I have concentrated stock or a recent liquidity event—can you help manage that risk?

Yes—managing concentrated positions and new wealth is a core part of our work. We evaluate hedging, staged diversification, gifting strategies, and cash-flow planning to align risk and taxes with your long-term goals.

*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

7) Do you advise on estate and legacy planning for high-net-worth families?

We coordinate estate strategies—including trusts, titling, beneficiary designations, and charitable giving—so your plan reflects both your values and your financial objectives. We work closely with your estate attorney to ensure alignment across documents and investments.

8) How often will we meet, and what do reviews include?

We offer a proactive review cadence that covers portfolio progress, taxes, cash flow, major purchases, risk management, and legacy updates. We adjust your plan with discipline as markets and life evolve.

Questions? Connect with a wealth advisor today.

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