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Richard C. Young & Co., Ltd.

Richard C. Young & Co., Ltd. is a Naples, FL and Newport, RI based financial advisory firm. We have been ranked by Barron’s as one of the top independent financial advisors in the nation for the last eight consecutive years. We manage portfolios for individuals, families, and small businesses throughout the United States.

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Investment Programs

At Richard C. Young & Co., Ltd., we offer a range of globally diversified investment programs primarily geared toward conservative investors. Our programs are created in-house. We do not outsource investment management to a third party.

Our programs emphasize dividends and interest with reduced portfolio volatility. Currently, we craft our programs with a focus on individual government and corporate bonds, closed-end funds and dividend-paying stocks.

A description of each program is provided. For a custom option please contact Richard C. Young & Co., Ltd.
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Global Income & Capital Protection Program


Seeks to provide current income with a secondary goal of conserving principal. Targets an asset mix of 65%-80% in fixed income securities and 20%-35% in equity type securities.

 


Global Moderate Income Program


Seeks to provide current income while maintaining the purchasing power of future income and capital. Targets an asset mix of 40-60% in fixed income securities and 40%-60% in equity type securities.

 

 


Global Moderate Income & Capital Appreciation Program


Seeks to provide income and the opportunity for long-term capital appreciation. Targets an asset mix of 30%-50% fixed income securities and 50%-70% equity type securities.

 


Global Moderate Capital Appreciation Program


Seeks to provide capital appreciation with a reduced amount of risk compared to an aggressive capital appreciation strategy. Targets an asset mix of 15%-30% in fixed income securities and 70%-85% equity type securities.

 


Retirement Compounders® Plus Program


A portfolio invested 90%-100% in equities which seeks to provide long-term capital appreciation.

 

 

 

 

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GET IN TOUCH

NAPLES, FL
5150 Tamiami Trail North, Suite 400
Naples, FL 34103
Phone: (888) 456-5444 Fax: (239) 213-0770

NEWPORT, RI
98 William Street
Newport, RI 02840
Phone: (800) 843-7273 Fax: (401) 849-0002

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