RG Investment Strategies

CONNECT

Address:

10200 Innovation Drive
Suite 800
Milwaukee, WI 53226

Phone:

414-258-6220 ext. 125 414-202-6005

Fax/Other:

1-866-487-9260

Our Philosophy

Our primary belief when helping to build a portfolio for our client is not to attempt to beat the market.  Rather, we attempt to not let the market beat us.  It is our philosophy that investors as a whole have been an engrained belief that they must take unnecessary risks in order to achieve this almost impossible goal of beating the market each year.

Our investment strategy is not attributable to chasing last years winners or hypothesizing on this years hot sectors. We rely on our foundation of building multi asset portfolio's that take advantage of diversification in the most cost effective manner possible. 

How markets behave is out of our control. How we will behave is however in our control, and we believe that diversification along with consistent rebalancing offers our clients a higher opportunity for success. By systematically trimming positions that have performed well and adding to positions that have recently not, we can utilize volatility to our advantage instead of becoming paralyzed by it. 

It is our belief that our clients benefit from comprehensive planning prior to the creation of an investment allocation. The goal of the financial planning process is two fold: First, it sets the framework for defining the goals, time horizon, risk tolerance, tax issues that the portfolio's will be required to be managed to. Secondly, it allows the client to become engaged directly in the necessary risk to achieve their definition of financial success.

Asset allocation and diversification do not ensure a profit or protect against loss.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck