RVW provides conflict-free investment advice and offers investors an alternative to the typical Wall Street experience.
RVW portfolios include enhanced more complex, indexing methods. This enables us to tilt portfolios towards diversified groupings of stocks with attributes that have historically provided higher expected returns.
We believe that asset allocation is a primary determinant of portfolio volatility and indeed of returns – and that in the long run markets tend to be efficient, with severe oscillations in the shorter term.
RVW Select Funds provide participation in ownership of over 2000 carefully chosen enterprises positioned for long term wealth optimization in a low-cost, tax-efficient manner.
Historically, stellar long-term rewards have awaited those who prudently provide capital to successful enterprises,. However engaging in speculation, market-timing and stock-picking was generally unsuccessful.
Secure bonds are included for planned liquidity needs in a laddered portfolio. Bonds are purchased directly through institutional trading relationships where we make no markups. We eschew “alternatives” such as hedge funds and commodities because they do not comport with our strategy.