Our Investment Philosophy

Unfortunately "Bad Investment Advice Doesn't Fix Itself!" 

Wall Street's "Hold on, things will come back"

Buy and Hold stategy hasn't worked in over 12 years...

Wall Street's Asset Allocation strategy has not fared much better...

Global Tactical Opportunity Portfolios GTOP

Disciplined Rules-Based Investment Strategy, Disciplined Risk Management in Down Markets,

Active Investment Management for Upside Growth Potential and Current Income

Your investment portfolio with Rezny Wealth Management, Ltd. is not Buy and Hold.  It’s Actively Managed for upside potential, current income and a disciplined risk management strategy in down markets. All based on your goals, objectives and risk profile.

What is Your Investment Strategy…

Do you or your current advisor have one?

Lack of a written RULES-Based Investment Strategy, Without one you will hurt Your Investments and Retirement.

Would you bake a cake without a recipe?  How would it turn out? 

Would you sail a Ship without a rudder? Where will you end up?

Would you drive without directions?  Where will you end up?

• What is your Investment Strategy?
• How do you Control Risk in your Portfolio?
• Are you finding you are making investment decisions based on emotions?
• Do you know when to sell?
• Do you have a written Investment Strategy that is rules based, and is it being followed to achieve your investment and retirement goals?

First,What Does Investment Strategy Mean? It’s your road map, your formula, an investor's plan of attack to guide their investment decisions based on individual goals, risk tolerance and future needs for capital. The components of most investment strategies include asset allocation, buy and sell guidelines, and risk guidelines.

Second,investment strategies can differ greatly from a rapid growth strategy where an investor focuses on capital appreciation to a safety strategy where the focus is on wealth protection. The most important part of an investment strategy is that it aligns with the individual's goals and is closely followed by the investor.

Third, making appropriate portfolio changes when necessary and following a rule based Investment Strategy is more important than ever to reduce risk and improve portfolio return over the long term.

Forth,we advocate Active Investment Management and a Rules Based Investment Strategy utilizing tactical asset allocation, Relative Strength, Long Term Market Trend Indicators (MTI) as a failsafe in severe down markets or recessionary periods of sharp Stock Market declines to protect capital.  When to Buy, when to Sell, when to reduce risk should be part of your investment strategy.

• Are you basing your investment decisions on EMOTIONS or a Real Investment Strategy?

We believe Active Investment Management and a Rules Based Investment Strategy has GREAT advantages over a straight buy-and-hold approach or emotional investing. Your gut is a poor investment guide… so are Emotions.

Unless you utilize some kind of systematic investment plan or rules based investment strategy to handle the ups and downs of the market—reacting emotionally is not an investment plan and is not going to help you achieve your goals—you are probably better off just sitting in cash as you and your broker will do you more harm than good.

Now is the time for professional investment management and a Real Investment Strategy.  Now is the time for Rezny Wealth Management

Our firm offers just this kind of approach. Our Investment Management services are designed to lower overall risk and increase your wealth by delivering the potential for superior after-tax returns, with a high level of personalized service. Our management services offer a specialized way to help you and your family to formulate a prudent investment strategy that gives you the opportunity to achieve financial success.