Portfolio Management
Modern Portfolio Management
Invest with a Disciplined and Diversified Approach
We use a holistic approach to help you better understand your personal finances and empower you to make smart decisions. Our goal is to provide a blend of investments suitable for your individual risk tolerance and goals.
RW Wealth makes choosing a financial advisor effortless with three simple steps
Finding the right advisor can be intimidating. Our goal is to make this process simple and transparent.
Step 1
Contact RW Wealth to schedule a free in-person or virtual consultation with one of our advisors.
Step 2
We will work together to determine your overall risk tolerance and review your goals. We will provide a risk analysis of your portfolio so you can understand how you are currently invested vs your risk tolerance.
Step 3
We will establish a plan to implement any recommended actions. We will provide portfolio management and ongoing guidance as you pursue your financial goals.
Our approach is to create a global and diversified portfolio utilizing our core investment philosophy.
Compounding Income Strategies
Compounding dividends and interest can be a powerful driver of returns in your portfolio. We focus on companies with a history of paying dividends and increasing their dividend. Investors who are patient will recognize that a modest yield today can grow significantly over time.
Companies that pay consistent dividends through various market cycles are often robust businesses. Conservative investors seek these dividend paying companies in times of market stress as they tend to be more stable and generate cash flow.
Growth Strategies
RW Wealth identifies companies positioned to take advantage of transformative changes in technology, societal attitudes, socioeconomical, environmental, geopolitical trends, and large-scale movements.
Growth investments are not necessarily appropriate for every investor. Growth companies generally do not pay a dividend. As such, they can be more volatile and subject to changing investor sentiment. Those who invest in growth should have a long-term investment horizon. Growth investments may provide outsized returns to investors who accept their inherent volatility.
Retirement Plan Management
Don’t overlook this important retirement asset
Many people are not aware that they can have their employer provided 401(k), 403(b), and other defined contribution plan accounts managed professionally. Often, people are not comfortable investing on their own or simply do not have the time. This may be the largest retirement asset in a person’s portfolio and it is important to have a good strategy.
Our Fee Structure
We are a fee-only financial advisor. We do not receive any commissions, kickbacks or payments from third-parties.
1.25%
$0 – $500,000
1.00%
$500,001 – $1,000,000
0.90%
$1,000,001 – $2,500,000
0.80%
$2,500,001 – $5,000,000
0.70%
$5,000,001 – OVER
