Investment Strategy

This video series features an in‑depth conversation between Richter Family Office (RFO) Parter Greg Moore and Anik Lanthier, RFO Chief Investment Officer, offering clients a clear window into how we think about building and managing resilient investment portfolios.

Drawing on her experience prior to joining RFO and on the mandate she leads today, Anik outlines how she and her investment team support client families through a disciplined, belief‑driven approach to portfolio construction. Throughout the discussion, Anik highlights the advantages that family offices can bring relative to large institutional investors – particularly flexibility, alignment, and an ability to thoughtfully manage complexity across public and private markets.

At the core of the series is RFO’s approach to portfolio construction. Anik and Greg explore the importance of defining explicit investment beliefs, grounding asset allocation decisions in long‑term capital market assumptions and actively managing risks such as recency bias and portfolio concentration. The conversation also introduces RFO’s new asset class taxonomy, explaining why it was developed, how it improves risk visibility across portfolios, and how it is designed to support better long‑term outcomes for clients.

Across a range of topics – including active versus passive equity management, private markets and co‑investments, diversification through alternative and real assets, and the balance between strategic and tactical allocation – the discussion reflects how Anik and her team translate investment principles into practical portfolio decisions. The series also addresses emerging secular and disruptive themes, including artificial intelligence, and how RFO evaluates both the opportunities and macro‑level risks they may introduce.

Together, these conversations provide a comprehensive view of how RFO, under Anik’s leadership as Chief Investment Officer, constructs portfolios that are intentional, diversified, and aligned with the long‑term objectives of the families we serve.”

Disclaimer  

Videos are provided by RFO Capital Inc. (RFO Capital) for general informational and educational purposes only and are only intended for viewers in jurisdictions where their distribution is permitted by law. They are not intended to be, and should not be construed as, investment advice, legal or tax advice, a recommendation, an offer to sell, or a solicitation of an offer to buy any security or investment product. Any references to portfolio construction, diversification, strategic or tactical asset allocation, active or passive management, private markets, co-investments, thematic investing, AI, gold, or other diversifying assets are general commentary and do not reflect the circumstances of any particular person. Accessing a video does not create an advisory relationship with RFO Capital. For advice tailored to your situation, please contact your RFO Client Relationship Manager or other professional advisor. 

Certain statements may be forward-looking, including statements regarding long-term capital market assumptions (LTCMAs), macroeconomic conditions, expected returns, or market outlooks. Such statements are based on assumptions as of the date presented, are subject to change without notice, and actual results may differ materially. Past performance is not indicative of future results. 

Information is believed to be reliable as of the date presented, but accuracy and completeness are not guaranteed. Third-party information (if any) is obtained from sources believed reliable; however, RFO Capital does not independently verify such information. Views and opinions are subject to change without notice. 

The Richter Business | Family Office group is comprised of Richter LLP and its subsidiary, RFO Capital Inc., a registered portfolio manager, investment fund manager and exempt market dealer. Richter LLP is an independent firm that provides family office, accounting, tax and business consulting services, with wealth, investment advisory, portfolio management, investment fund management, exempt market dealer and consolidated wealth reporting services provided via RFO Capital Inc.