Custom Portfolio Management for Individuals, Families, and Businesses.
Headquartered in beautiful Monterey, California, T. H. RAPKO & COMPANY, LLC works for a diverse client base of individuals, families, and businesses from coast to coast. Our firm specializes in Portfolio Management; we advise, build, and actively manage equity portfolios for clients. Whether you’re contemplating retirement, in retirement, or never want to retire we can help. Our firm brings extensive experience and dedication to every portfolio we manage with a focus on creating legacy wealth.
Areas of Practice
Legacy 401K Accounts
On average, an employee will now switch jobs 9 times over the course of his or her career, many times the old 401K account is left behind. We can help you consolidate your old 401K accounts into a new Rollover IRA Account. Besides eliminating multiple monthly account statements, a single Rollover IRA offers many significant advantages to the client including a wider array of investment choices and additional strategies such as Covered Call writing typically not available in 401K accounts.
Savings & Retirement (IRA) Accounts
Savings & Retirement (IRA) Accounts are typically some of the largest assets an individual has; is yours working for you as hard as you did to get it? What's your upside goal and downside risk? Are you hedged? How does your cashflow look? These are important questions. The Firm does comprehensive Portfolio Management assessments, builds, and trading on your behalf letting clients focus on what they do best or enjoy their retirement.
BUSINESS, Trust & Custodial Accounts
We get it; the future is your business. That's why the Firm provides cash management solutions for your company today and helps address its investing needs for the future. So too with Family Trusts and Custodial accounts, we know your legacy is vital and also the well-being of your heirs. The firm works with many multi-generational families and understands the unique dynamics of sustaining wealth over time.