Asset Management

Asset Management – Financial Planning  – Estate Planning –  Business Planning

Asset Management

Our investment philosophy is rooted in the work of several Nobel Prize-winning Economists. Modern Portfolio Theory, The Three-Factor Model and The Efficient Market Hypothesis form the foundation of our investment strategies.

There are both explicit and implicit costs to investing. And it can be both confusing and overwhelming trying to understand the convoluted world of stocks, bonds, and mutual funds. But we want you to be as comfortable with every detail of your investment strategy as we are. As such, transparency and client education are at the core of what we do. We listen, answer your questions and keep you informed every step of the way.

Contact Us

Rice Financial Consulting, Inc.

300 E. Main Street
Los Gatos, CA 95030

Phone: 408-354-3400 | Fax: 408-354-3404

Jan Hundrieser
Financial Adviser

Stephen M. Rice
CLU®, ChFC®, CAP®
Financial Adviser
CA Insurance License #0623473

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Rice Financial Consulting, Inc. is a Registered Investment Adviser (RIA). Stephen M. Rice and Dorothy Janet Hundrieser are Investment Adviser Representatives (IAR) and Financial Advisers of Rice Financial Consulting, Inc. Financial Advisers are not Securities Licensed or Insurance Licensed in all 50 States. Contact your Financial Adviser to determine if they are licensed in your state. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell, or the solicitation of an offer to buy, any particular investment product. Rice Financial Consulting, Inc. does not provide tax or legal advice, consult your advisers regarding your specific situation.

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