Investment Management

Successful investment management is how we earn our keep at RHS.  Your wealth is yours, you’ve worked hard to earn it and we understand that it is hard to trust its management to someone else.  We completely understand this.  We also understand that successful people have busy lives and even the most successful people in the World use an adviser to help them make the right decisions when it comes to growing their money.  That is why we view investment management as a collaborative partnership between our clients and our firm where we build the Rightfolio for our clients.  We understand that volatile markets can make or break your nest egg. We approach investing through our process of defining objectives, and doing financial planning before we invest one dime of your money. We have a plan that protects and grows your wealth simultaneously. While nothing is guaranteed, we seek to minimize risk and maximize returns. Our process begins and ends with you. We don’t mean to scare you, just educate you and help you avoid the mistakes that can mean the difference between retiring and retiring well. At the end of the day, you are responsible for the lifestyle you will lead in retirement.

We do not charge commissions, rather, we provide our advice for a fee so our interests are in alignment with yours and your success is our number one priority. We will conduct regular account reviews to make certain that we are continually on track and will make adjustments as needed to promote continued success.
 

All assets are held at our partner Charles Schwab Institutional, Member FDIC, SIPC. What that means is your money and investments are safely held at one of the World’s premier independent brokerage firms even though the investments are managed by us. Since we are independent, all investments have an open architecture. What that means is that only the “best of breed” investment products are selected for our clients. Performance reporting - consolidated/comprehensive wealth management-RHS Financial will monitor a client’s entire financial picture through advanced software to assist in making the client’s financial life easier. To ensure clients have access to timely, relevant and accurate information, we prepare a comprehensive quarterly report and tax analysis.
 

Has your appetite for risk changed in the past year? Are you looking for a smarter way to invest.  Stop just investing, and start Investing With Purpose.TM   Contact us now to learn more.
 

                     Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value