You Invest to Achieve Long-term Financial Security.
Yet most brokers and financial advisors urge you to buy today's hot new stock, bond or fund – and sell something they recommended to you last year. (It's what we call "flavor of the month" investing – and it almost never works).
What's the Payoff?
Have you noticed that, with all that advice and all that trading, your portfolio usually doesn't beat the market averages? Often it trails those averages significantly, especially when you add in the cost of commissions and fees, many of which are well hidden in the fine print. Your bonds and CDs are probably producing very little income.
There's a Better Way.
The RVW approach lets you "Invest right. Then sleep tight."because our team is vigilant 24/7. It is designed to manage risk, minimize costs and fees, reduce the time and attention you spend on your investments – and maximize your opportunity to sleep soundly knowing your money is working for you. Our firm is owned and managed by CPAs who are also economists and Registered Investment Advisors, and who bring objectivity and professionalism to the investing process. We remove the Wall Street types and the Wall Street hype from the investment process.
It's Brilliantly Simple.
We work with you to create a plan that is responsive to your needs for growth and income – and your ability to handle risk. You have your own account at Schwab Institutional so the reporting is clear and easy to understand – and the low costs are clearly spelled out. The equity exposure uses 11 ETFs covering great businesses all over the world, with an emphasis on the large global brands. RVW investors own the great international enterprises, smaller growing businesses, gold and natural resources to provide both growth potential and dividend income. Secure bonds give you steady interest income and safety of principal – and we buy them for you directly through Schwab Institutional with no middlemen or hidden markups.
The Brilliant Part.
Proving that index funds are usually the smartest way to invest, and that asset allocation is the key factor in determining investment returns, took such sophisticated analysis that it earned a Nobel Prize for the economists who did it. We put that Nobel Prize winning economic analysis to work for your investments.
RVW Investing gives you diversification, low costs, tax efficiency, reduced volatility and sound, professional advice. The plan is tailored to your needs, preferences and time horizon. Call for a no-cost consultation, or click here to contact us.
Take the first step now to reaching your investment goals – and financial peace of mind.
IMPORTANT NOTE: Past results may not be indicative of likely future performance. Never invest without carefully reviewing all offering documents and prospectuses. Information contained herein cannot be relied upon and should be independently checked. Investing involves risk of loss. Principal not guaranteed. "Invest right. Then sleep tight" is a Registered Trademark of RVW Investing LLC. 1880 Century Park East #200, Los Angeles CA 90067