Investment Strategy

This video series examines how Richter Family Office approaches investment management for high-net-worth families with complex, long-term objectives. In a discussion with RFO Partner Greg Moore, Chief Investment Officer Anik Lanthier shares the thinking behind RFO’s portfolio construction approach, including how the team evaluates asset allocation, diversification, risk, and long-term capital market assumptions. The series provides a practical view of how disciplined investment thinking supports more resilient portfolios across varying market conditions. 

The series also explains why the family office model can offer meaningful advantages for families managing significant wealth, particularly when flexibility, alignment, and thoughtful decision-making are essential. The conversation explores how RFO approaches public and private markets, active and passive equity management, co-investments, alternative assets, and real assets within a broader portfolio strategy. It also highlights the importance of explicit investment beliefs, stronger risk visibility, and a more intentional framework for managing issues such as concentration risk and recency bias. 

Additionally, the series addresses how RFO evaluates emerging structural trends, including artificial intelligence, and considers both the investment opportunities and broader macroeconomic risks they may create. Together, these conversations offer a clear and comprehensive perspective on how Richter Family Office builds diversified portfolios that are aligned with the long-term priorities of the families it serves. 

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.