2 Knights Wealth Management, LLC

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2 Knights Wealth Management A commitment to consistent wealth creation Your objectives, our strategy 2 Knights Wealth Management, LLC, is a fee-only wealth management firm. As a fiduciary, we always act in the best interest of our clients. We have an intense commitment to wealth creation with a demonstrated track record. We customize client portfolios based on individual objectives, needs and preferences, with client service as our number one priority. Our Professionals Rakesh Mehra, CFA Co-Founder Rakesh, is a co-founder of 2 Knights Wealth Management and the founder of 2 Knights Wealth Management, Inc. He worked in the textile industry for 6 years, in India, with 4 of them managing a plant in Mumbai, India. He joined Greenleaf Capital Management as an analyst in 1987 and eventually was made the Director of Research... More Info Brian is a co-founder of 2 Knights Wealth Management and the Chief Investment Officer and Portfolio Manager of Rampart Funds and President of Lynx Capital Group, an independent portfolio and wealth management company formed in 1996. Mr. Chait has over 35 years of investment experience and brings a unique global... More Info Brian Chait Co-Founder --> Our Investment Services Investment Philosophy 2 Knights’ investment philosophy emphasizes long term capital appreciation while managing risk and volatility. 2 Knights utilizes a blend of Large, mid and small cap equities (domestic and international), fixed income (Taxable and Tax-exempt) and alternatives

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