Managing Private & Institutional Assets Since 1959

About Us
Our Firm
Investment Management Team Bios

Business Development and Client Services Team Bios

Administration and Trading Team Bios
RCB News
FAQs

FAQs

How much money do you manage?
Currently, we manage approximately $2 billion, as of March 31, 2010. We are in the enviable position of being large enough to afford and demand the resources and attention of Wall Street yet small enough to make decisions quickly and not move markets when we trade.

How are the assets you manage split between types of clients?
Approximately 50% of the money we supervise is for taxable High Net Worth individuals and 50% is for tax-free institutions such as pension, profit sharing, foundations and endowments. We enjoy the balance and diversity of clients in our business.

Who would manage my portfolio?
Our team of seasoned investment professionals manage client assets. The investment management team includes Jim Reed, Donn Conner, Jim Birdwell, Jeff Bronchick, Victor Hawley, Jim Henderson, Tom Kerr, Brett Cicinelli, Geoff Stewart, Bill Cram and Sean Thorpe.

How long have the investment professionals been with Reed Conner & Birdwell?
We are proud of the outstanding record of longevity of our investing team. All investment professionals have extensive backgrounds with other firms before joining RCB.

Years
with RCB
Investment
Experience
Donn B. Conner, CFA 38 years 45 years
Jeffrey Bronchick, CFA 21 years 26 years
James C. Reed, CFA 42 years 52 years
James P. Birdwell, Jr. 34 years 40 years
Victor F. Hawley, CFA 16 years 18 years
Thomas D. Kerr, CFA 16 years 23 years
James R. Henderson, CFA 9 years 23 years
Brett Cicinelli, CFA 9 years 12 years
Geoffrey S. Stewart, CFA 7years 11 years
William A. Cram, CFA 5 years 7 years
Sean M. Thorpe 2 years 21 years

How often do you meet with clients?
We meet as often as clients desire. At these meetings, we review goals and objectives, performance, recent security changes, our outlook on the economy and stock market, and answer questions.

How often do I receive statements from Reed Conner & Birdwell?
We provide comprehensive statements either quarterly or monthly, depending on the client's wishes. Statements report holdings including number of shares, cost, current market value, income, percent of portfolio, and unrealized gain or loss; performance summary; recent transactions; and income and expense activity for the period. Quarterly reports also include market commentary from the portfolio manager.

What is the turnover of most accounts?
We are relatively long-term investors with a time horizon of a 3-5 years. Typical turnover of established accounts averages 20-30% per year. For individual clients with specific tax concerns or issues, we work closely with you to help you meet your goals.

What is your minimum account size for separate management?
Our published minimum account size is $2 million. We also sub-advise the CNI Charter RCB Small Cap Value Fund, available for accounts which do not meet this minimum but exceed $10,000. Please go to the CNI Charter RCB Small Cap Value Fund page on this website for further information.

 


Have a question?
If you do not see your question addressed here, please contact our office at (877) 478-4RCB or via e-mail at marketing@rcbinvest.com.

  

Home | About Us | Approach to Investing | Investment Products | Resources | Advisor Access | Contact Us | Site Map
© 2003 Reed Conner & Birdwell, LLC. All rights reserved. | Privacy Policy