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Rick Flatt
Investment Adviser Representative
OFFICE: 248.879.9200

TOLL-FREE: 800-318-7703

FAX: 248-879-9977


SERVICE AREA:
Michigan
OFFICE LOCATION
671 E Big Beaver Rd, STE 107
Troy, MI 48083


HOURS
Monday through Friday 9am - 4pm, or by appointment.
CONNECT WITH ME:
Welcome

We believe in a “big picture” fundamental approach. By focusing on the fundamentals; earnings, interest rates, liquidity, etc., we endeavor to take the emotion out of investing. Royal Fund Management takes a longer term view of the market and believes that short term predictions are not practical. We do not actively trade or try to time the market as we deem these techniques as methods that will not add value over time. However, we do take a proactive approach and may increase or reduce portfolio risk during periods of market promise or stress.

We think a client should give foremost consideration to the percentage of investable assets that are exposed to market risk. The right “dosage” will help to alleviate emotionally based decisions that we judge are often bad choices in hindsight.

Areas of Focus

Retirement Income Planning

Fee Based Asset Management

IRA Distribution Specialist

Risk Management

Experience
  • 1981 - 1990 Corporate Finance
  • 1991 - Present- Personal Finance
  • Public Speaker Financial Workshops

 

Royal Fund Management Office
MARKETWATCH
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