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). 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, es
pecially 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. 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 Wealth LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RVW Wealth LLC & its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk & possible loss of principal capital. No advice may be rendered by RVW Wealth LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments & “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments & feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information & comments. Third-party rankings & recognitions are no guarantee of future investment success & do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
