Firm

The Time Value of Money Company

Minnewashta Rio is a boutique wealth management firm that specializes in serving high-net worth families. We are a full-service wealth management firm offering a wide range of services to assist our clients in managing their wealth effectively.

We are dedicated to providing our clients with the best possible advice and strategies to help them achieve their financial goals. 

Minnewashta Rio is known for its unique approach to serving clients. We base our unbiased and conflict-free investment advice on systematic statistical analysis, proprietary methodologies, and independent thinking. 

Our firm is dedicated to providing our clients with an alternative to large financial institutions. Our focus has always been on preservation of capital and growing our clients’ wealth while providing them with the peace of mind they need to achieve their own goals.

What Sets Minnewashta Rio Apart

Expertise: Our wealth management firm has extensive knowledge and experience with portfolio construction, allowing us to provide our clients with advice and insights that add value and reduce risk.

Diversified portfolio: We offer a diversified portfolio that includes a range of investment options, such as stocks, bonds, real estate, and commodities, to provide our clients with exposure to the most promising sectors in the world.

Access to local opportunities: As a firm with a focus on putting clients first, we search for a wide range of investment opportunities that may not be available to other firms. This includes access to local IPOs, private equity deals and other exclusive investments.

Strong relationships: We have developed strong relationships with local financial institutions and other key players in the financial markets and beyond. This allows us to stay informed about the latest developments and to identify potential opportunities early on.

Cultural understanding: We understand the cultural and economic nuances of the capital markets we operate, which can be critical to making successful asset allocation decisions.

Risk management: We have a strong risk management process in place to help our clients navigate the volatile and complex market. This includes monitoring the portfolio and providing regular updates, as well as providing access to hedging tools to mitigate potential risks.

At Minnewashta Rio, we understand that our clients are the cornerstone of our success. Our clients are hardworking individuals who have earned their wealth through determination and dedication. They value financial freedom and strive to secure their futures. That's why Minnewashta Rio is committed to providing personalized wealth management solutions designed to meet the unique needs of each client. We understand that your wealth is the result of your hard work, and we are here to help you preserve and grow it. Join the community of successful individuals at Minnewashta Rio and experience the peace of mind that comes with expert financial guidance.

Investment Philosophy

Our investment philosophy at Minnewashta Rio is centered around a long-term, disciplined approach to building and preserving wealth for our clients. We believe that a diversified portfolio that includes both stocks and bonds is the key to achieving this goal.

In terms of stock allocation, we employ a combination of passive and active strategies. We utilize index funds and exchange-traded funds (ETFs) to gain broad market exposure, while also selectively choosing active managers that have passed our rigorous due diligence process. Our active stock selection process is based on a due diligence process that includes fundamental and technical analysis, as well as a thorough understanding of the company's management and industry trends.

In addition to stocks, we also believe that individually selected bonds play an important role in a diversified portfolio. We carefully select individual bonds based on creditworthiness, yield, and maturity. This allows us to provide our clients with a steady stream of income while also mitigating the risk of market fluctuations.

Overall, our investment philosophy is based on a combination of rigorous research, long-term thinking, and a commitment to diversification. We believe that this approach will help our clients achieve their financial goals while also protecting their wealth over the long term.

Form CRS & Form ADV

Regulatory reporting and disclosure information can be found here: Investment Adviser Public Disclosure