Richard C. Young & Co., Ltd. is a Newport, RI and Naples, FL based financial advisory firm. We craft dividend and interest generating portfolios designed to help retired and soon-to-be-retired investors achieve their financial goals. Our portfolios can be designed to generate retirement income, compound wealth, or preserve capital, among other objectives.
Richard C. Young & Co., Ltd. has been named by Barron’s as one of the Top 100 Independent Advisors in the nation for 10 consecutive years. In 2021, CNBC ranked Richard C. Young & Co., Ltd. as one of the top 5 financial advisory firms in the United States.
Richard C. Young (Dick) began his investment studies while still a student at Shaker Heights High School in Ohio and completed his initial studies as an investment major (B.S.) at Babson College.
Dick started his investment career in the early ’60s with Clayton Securities in Boston. This was followed by an extended period in institutional research and trading, first with Model Roland and then with Hoenig & Co.
In the late ’70s, Dick founded Young Research & Publishing to publish Young’s World Money Forecast, a 50-page monthly report for institutional investors, corporate financial officers, business owners, and individual international investors.
In 1985, Dick started Richard C. Young’s Intelligence Report, a widely read monthly investment strategy report seeking to help individual investors create wealth by harnessing the power of compound growth. Dick was the editor of Richard C. Young’s Intelligence Report from 1985 to 2017.
In 1989, Dick established Richard C. Young & Co., Ltd. to help conservative, retired and soon-to-be-retired investors achieve long-term investment success with comfort.
Dick structured Richard C. Young & Co., Ltd. as a registered investment advisory firm which was less common at the time (most advisors were associated with brokers) to bring a fiduciary duty of care into focus for individual investors.
Today, Richard C. Young & Co., Ltd. is focused on crafting portfolios with a prudent mix of dividends and interest combined with patience and the profound long-term power of the two most important words in investing, compound interest.
You can learn more about Richard C. Young & Co., Ltd.’s investment philosophy and strategy by signing up for our monthly client-letter alert, free even for non-clients.