Richard Nemeth Email & Phone Number

With over 50 years combined experience in the investment industry our group has a successful record of managing wealth for both individual clients and businesses for over 30 years. Nemeth Investment Group has seen many changes in our business and what our clients demand over that time period. We offer a disciplined process that ensures you are getting the best advice possible at a reasonable cost. Although we have been running similar strategies for 25 plus years- I am pleased to report our three Delaware portfolios all posted excellent official 12 year return numbers in 2024.The flagship Delaware Income Portfolio (DIP), (a balanced mandate with moderate risk) has annual compound returns of 1yr +20.04%,2yr +12.91% and 5yr +9.05% as of Sep30,2024. DIP has compounded at +7.87% for 12 years as of Sep30 2024,allowing investors to beat its benchmark by 2.17% per annum. Many clients, if appropriate are combining the 3 Delaware Portfolios, 2 parts DIP, 2 parts Delaware Strategic Balanced (DSB), and 1 part Delaware Growth ( DG). As of Oct29 that portfolio is up 14.04% ytd, +12.16% in 2023,-6.6% in 2022 and +16.45% in 2021. $1m invested in Sep2017, 7 years later is now worth $1,685,232 net of all fees. (actual account)The 3 Delaware Portfolios are only available to clients of Nemeth Investment Group. Whether using our unique Delaware discretionary portfolios (see website www.richardnemeth.com for more details and track records), hiring the very best independent investment managers and/or running custom accounts we believe active management is necessary to achieve the best results and protect capital. In our business there is no substitute for knowledge and creative thinking. If you are tired of excuses and low single digit returns where the provider makes as much money as you do book a 1 hour consult. richard.nemeth@cibc.ca or 519-640-7740.When not working you can find me on the sidelines coaching the offensive line for the Western Mustangs, boating at Long Point or hanging out with the family on our hobby farm between Lambeth and Delaware. https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer.pdf

Listed skills include Investments, Finance, Portfolio Management, Trading, and 11 others.