Investment Philosophy: Rick employs an active, systematic, multi-factor approach to uncover long-term growth opportunities. His strategies focus on identifying the highest-quality companies worldwide—those with strong fundamentals and low volatility—purchased at compelling valuations. The result is a disciplined, risk-conscious investment process designed to deliver consistent, long-term returns and a smoother ride through all market conditions.

Early Career Foundation: Began his career at Ensign Peak Advisors, managing endowment and non-profit investments using advanced methodologies rooted in pioneering academic research.

Entrepreneurial Success: Partner in launching boutique asset manager, QBI Financial, that was sold into leading RIA roll-up (Carson Group) as proprietary investment management capability, raising over $1.7 billion in assets within a two-year period.

Boutique Leadership: In 2021, launched Evestia Financial, an investment boutique focused on delivering new, actively managed strategies and solutions for institutional clients and advisors.