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Meet Jeff Runyan of Runyan Capital Advisors in Beverly Hills

Today we’d like to introduce you to Jeff Runyan.

So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
After earning my Master’s Degree at the University of Missouri, I moved to Los Angeles. It was January the 3rd of 2001; my first day entering the workplace. Keep in mind, both the US economy and stock market had been battered and investor psyche was at a low following the dot-com bubble bust.

I began my career, metaphorically, as a janitor sweeping up the mess from portfolios that suffered from too much tech exposure (owning too much of any one industry is a risk).

With that as my beginning to a career in investment management, you can imagine thereafter, I had a propensity to focus on asset safety and a desire to minimize risk as it seemed to be the specific characteristic that attracted clients to be with us.

I continued to build the business over the next several years holding steadfast to a philosophy emphasizing safety and subscribing to the Hippocratic Oath, “first and foremost do no harm,” a mantra that seems to define us. Evidence suggests that approach was truly a blessing as we headed into 4th quarter 2007 and then 2008. Our attempt to simply achieve a reasonable rate of return paid off, as clients that we worked with ultimately began moving more accounts and money to us.

Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
Life is all in your approach – if you see it from the perspective of challenges then it will be. I prefer the vantage point to keep our eye on the end goal and strive to get a little closer to that goal everyday. I’m sure many would say the road for the past 17 years has been challenging and riddled with obstacles along the way, but to me, as long as you’re true to what you’re trying to accomplish; and willing to be agile, learn and make changes, the road is merely a road, you’ve just got to keep traveling toward your destination.

Challenges for anyone in this business during the previous two decades obviously include the dot com bubble bust and the debt and real estate crisis of 2008. Business techniques and the profession itself have been influenced, and in my opinion, improved with the recent changes from the Department of Labor (DOL) ruling this year, helping eliminate conflicts of interest between advisory firms and clients. Anytime you can increase trust in a relationship it has a natural byproduct of making business better, and for that, we believe the DOL changes have elevated the business of wealth management.

Alright – so let’s talk business. Tell us about Runyan Capital Advisors – what should we know?
Runyan Capital Advisors is a financial advisory firm based in Beverly Hills, CA providing clients nationwide with wealth management and retirement planning advice. I have more than two decades of industry experience, and now serve as Lead Advisor and Chief Executive Manager of Runyan Capital Advisors. I lead a committed investment team to designing investment portfolios that adhere to the premise, “Discipline Makes the Difference.”

We are in-tune with and understand the human condition, and appreciate the field of behavioral finance. Often, people want to behave in a reactionary fashion, where the decisions they might want to make, may be inconsistent with what may ultimately serve them best. As an office, we are known to act as “the catalyst to help you do that which you already know you should,” and more importantly, diligently following up in getting clients to do it.

There are many great professionals in this business, but I think we’re outstanding in staying true to our clients’ objectives. Because of my background and experience we are anchored in the approach that to lose less when markets decline, makes it certain we do not have to take unnecessary risks or go up as much during periods of increase. Right now, as markets literally hit all-time highs we note that behavioral finance guru, Richard Thaler, of University of Chicago, mentions, “We seem to be living in the riskiest moment of our lives, and yet the stock market seems to be napping.”

Any shoutouts? Who else deserves credit in this story – who has played a meaningful role?
I have professors from the University of Missouri that have helped me enormously. I think quite literally, having grown up in the small city of Columbia, Missouri, helped instill values and an investment approach that is magnetic for bringing on new clients. We don’t have to talk about earning all the money in the world to get a prospective client’s attention, we just try to be reasonable over time and stay disciplined towards what we set out for, and that seems to be what people with real wealth are interested in.

Contact Info:

  • Address: 9301 Wilshire Blvd.
    Suite 510
    Beverly Hills, CA
    90210
  • Website: www.runyancapital.com
  • Phone: (310) 882-6496
  • Email: runyancapital@wedbush.com
  • Facebook: @runyancapital
  • Twitter: @RunyanCapital

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