Rh Buchanan

R.H. Buchanan & Company Asset Management LLC is a financial advisory firm established in February 2013 by principal owner Ryan Hambrick Buchanan. The firm offers investment advisory services to individuals, high-net-worth individuals, institutional clients, and retirement plans. Services include creating Investment Policy Statements, asset allocation, security selection, and portfolio monitoring. R.H. Buchanan & Company manages the RH Buchanan Collective Investment Funds, provides retirement plan asset management, and offers financial planning services at an hourly fee of $450. The firm's assets under management as of December 31, 2023, are $165,168,575 for discretionary amounts. Fees for services range from .25 to 1.75 basis points depending on the type of service provided. The firm does not charge performance-based fees and requires a minimum account size of $250,000, which may be waived at the firm's discretion. R.H. Buchanan & Company acts as a fiduciary, providing investment discretion with written client authorization. The firm's investment strategies include fundamental and quantitative analysis, model portfolios, and risk-based strategies. Clients receive annual account reviews and reports from the custodian. R.H. Buchanan & Company does not accept voting authority for client securities and has no financial conditions impairing its ability to meet client commitments.