Mr. Danny Ritter
CPA, CA, CFA, Partner, Advising Representative, Richter
Danny Ritter believes that the financial wellbeing of a family is less about which securities are owned but rather that the overall portfolio approach taken is thoughtful and relevant. A thoughtful approach means ensuring the various existing family assets come together to provide a truly unique return stream. A relevant approach means ensuring that the resulting portfolio ultimately meets the investment needs and objectives of the family.
Danny was the pioneer in building a truly independent multi-family office that offers an integrated holistic approach to portfolio construction. Since the founding of Richter Family Office in 2001, Danny has been a trusted, reliable confidante and advisor to families he works with and for whom he cares deeply. Through his methodical discovery process using various tools, Danny helps families build a framework around portfolio construction that can serve as a roadmap for future reference for the family and their heirs.
Danny takes on the role of family fiduciary as a fundamental priority. He ensures his clients’ interests are always at the forefront, and that the vetting of traditional and alternative investment solutions is done with intense rigour, while keeping after-tax returns in mind.