Richard Lees Capital Management  offers the following services :   Design and management of individual investment portfolios starting at $1-million Endowments and institutional accounts starting at $2-million Separately managed account programs Tax efficient portfolio design based on individual equity investments, not mutual fund selection Tax-free and Retirement Accounts:  including IRA’s, Rollover IRA’s, 401(k)’s Balanced Growth & Income strategies Aggressive Growth strategies Pure Income strategies Index based ETF (Exchange Traded Fund) strategies