Relativity Capital Advisors is an independent fee-only registered investment advisory firm focused on providing portfolios constructed from our three pronged proprietary investment process to seek out superior returns while striving to reduce portfolio risk along the way. It is our attention to detail that sets apart our portfolios as well as the broader planning services we provide our clients.
Tommy and Jennifer Lackey bring a combined 37 years of experience across most aspects of the financial services industry. In 2016, they formed Relativity Capital Advisors in order to focus solely on serving clients on a fee-only basis. While putting our primary focus into improving the management and performance of our clients portfolios, we also use our over two decades of financial planning experience to help guide many of them through the complex planning aspects of their life journeys. Both our portfolios and our planning are focused on the client’s agenda.
“Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable.” -John Wooden
With Tommy’s skills focused more in Technical Analysis and Relative Strength, we recognized there was value in bringing in other disciplines to further differentiate our portfolios. Joe S. Kunkle joined the team in fall of 2016 bringing a comprehensive research and investment discovery process to the firm. Joe’s full process developed and honed while running OptionsHawk.com will be directly utilized in the portfolios he co-manages and will also filter through the entire firm’s investment philosophy and direction. Combining Joe’s and Tommy’s individual knowledge, skills and equal desire to continue to improve the processes allows us to confidently manage our clients assets through all types of market environments.
“Excellence is the gradual result of always striving to do better.” – Pat Riley