Real Investment Management not Wall Street Sales

Investment Management Designed for You to Succeed

  • Is your portfolio really being managed properly or is the advice you receive just Sales?
  • Is your portfolio providing the returns you need to achieve your goals?
  • Are you concerned about a lack of risk management to protect against major market corrections? 

Do you or your advisor have a Written Risk Management Strategy to minimize major losses in a severe down market or a recession?  

Remember 2000 or 2008?  We find 95% of investors and their advisors have No Risk Management Strategy. None.

"Unfortunately, history shows those who have No risk management strategy have brutal consequences on their portfolio and retirement security." 

Our investment management is different.

All of our Global Tactical Opportunity Portfolios (GTOP) focus on Adaptive & Active Investment Management.  Timely portfolio adjustments when necessary and risk management when we need to get defensive.

We do not believe in "buy and hold, asset allocation" pushed by Wall Street firms and Banks. Which in our opinion does little for their clients or their portfolios. You are probably experiencing that right now.

Our investment management provides an Adaptive & Active Strategy to grow your assets and income, while providing real risk management in down markets. 

Our investment management is Different, we utilize a multi-strategic investment strategy:

 Adaptive & Active Investment Management, because there are times when investment changes need to be made to your portfolio.

►Risk management of your portfolio. We will move into more defensive investments, "Asset Protection Mode" when necessary, like in a recession.

Is your current advisor more sales, than real money management? Sad fact, that is the real truth about  Wall Street firms, Banks and annuity sales people, sales.

Unfortunately, many investors financial future is harmed by the lack of quality investment management and advice.   

The Adaptive & Active Difference

We utilize a vast amount of independent research and strategic investment strategies that allow us to construct objective active client portfolios. Having the ability to utilize relative strength rankings on a wide range investment assets and sectors can provide additional diversification.   

Active research means Adaptive management of your portfolio

We are always on top of changing investment and economic conditions and our strategy allows us to adapt to those changes when necessary. 

We encompass all broad-based investment sectors in our GTOP strategy, not just stock or bond investments.  

We utilize low cost ETFs /Exchange Traded Funds within our client portfolios to reduce cost, increase liquidity and assure proper asset sector adherence.

As an active money management firm we work diligently to manage the investment risk in your portfolio, making portfolio adjustments when necessary.

Sometimes that means going to Cash or alternative safe investment assets when our GTOP investment strategy signals it is time to get conservative, like in a recession.

There is a Difference...Call us for a consultation. 800-618-8577

We work with clients who have $500,000 of investable assets and higher. If your portfolio is slightly smaller, feel free to reach out to our staff to discuss if we can make an exception.

 

The analysis and information in this report and on our website is for informational purposes only. No part of the material presented in this report or on our websites is intended as an investment recommendation or investment advice. Neither the information nor any opinion expressed nor any Portfolio constitutes a solicitation to purchase or sell securities or any investment program. The opinions and forecasts expressed are those of Rezny Wealth Management, Inc., herein (RWM) may not actually come to pass.  The opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security nor specific investment advice. Investors should always consult an investment professional before making any investment.   Any investment decisions must in all cases be made by the reader or by his or her investment adviser.  Do not ever purchase any security without doing sufficient research.  There is no guarantee that the investment objectives outlined will actually come to pass.  All opinions expressed herein are subject to change without notice. Neither RWM, employees, nor any of their affiliates shall have any liability for any loss sustained by anyone who has relied on the information provided.

BEFORE MAKING ANY INVESTMENT DECISION, AN INVESTOR SHOULD CONSULT WITH A FINANCIAL PROFESSIONAL TO DETERMINE IF THE INVESTMENT IS APPROPRIATE, OR CONDUCT THEIR OWN DUE DILIGENCE BEFORE MAKING ANY FINANCIAL DECISIONS. ALL INVESTMENTS INVOLVE RISK, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL INVESTED. 

Rezny Wealth Management may hold investments in above mentioned securities; positions can change at any time.