About My Practice
Archer Investment Management is an independent, fee-only registered investment advisor (RIA) that accepts its responsibility as a fiduciary
to put the interests of clients first. All advisors adhere to the Code
of Ethics and Professional Conduct set forth by the highly esteemed CFA
We strive to understand the unique goals and requirements of each
client. In doing so, we design customized financial plans and investment solutions to
fulfill each client’s needs.
Richard launched Archer Investment Management with the goal of bringing institutional-level sophistication to individuals and nonprofit
organizations. Richard Archer spent much of his career working with
very large, complex institutional portfolios, and he translates these
skills to AIM clients.
After graduating with honors from the Wharton School of Finance at
the University of Pennsylvania, he began his career with an elite
brokerage team in Indianapolis, Indiana where he consulted to select
nonprofits and high-net-worth families with assets totaling over $1
In 2002, he earned his Chartered Financial Analyst designation and
moved to Austin with his wife Jessica to join a top national consulting
team at Smith Barney. There, he continued to serve large institutional
clients by researching and monitoring professional investment managers
and hedge funds. He completed his MBA from the University of Texas
McCombs School of Business in 2009 and the Certified Financial Planner
(CFP) designation in 2013.
To serve the community, Richard has held leadership positions with the following organizations:
and Finance Committee of Leadership Austin and a graduate of the 2010 Essential Class
- Advisory Board of CGBot video game art studio
- Board of Austin YMBL Sunshine Camps
- Board of Austin Humane Society
- Executive Committee of the McCombs MBA
- President of the Austin chapter of the
McCombs MBA Alumni Association
- Board of the Dyslexia Institute of Indiana
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - MBA, Univ. of Texas
Considerations: Hourly planning available as well as discretionary investment management
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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