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RVW Investing LLC is a Registered Investment Advisor owned and managed exclusively by CPAs who are also personal financial planners and RIAs. We are the owners, the traders and the chief strategists. The people you meet are the ones who are intimately involved in every aspect of the relationship;

 


We utilize no proprietary products, hedge funds or bond funds - and our clients invest directly in the financial instruments that they wish to own

 

 

 

 


We are strategic investors rather than tacticians and typically make slow, measured moves as we periodically reposition the equity portfolios. We eschew market timing and stock picking.

 

 

 


Our clients have their funds placed into their own segregated account at Schwab Institutional, where they enjoy Schwab Institutional pricing, transparency and online access to their accounts in real time;

   
       
 
 

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 and lucrative, with severe oscillations in the shorter term. We employ a top-down approach to investing and commence with a risk assessment to determine the optimal portfolio design.

 


Each portfolio is tailored to the specific situation of the investor.

 
 


Bonds are purchased at optimal pricing and we generally select only investment grade bonds diversified by issuer. In addition, we research every bond issuer to ensure that they meet our own standards and make no markups.

   
 


We typically employ a 5 year laddered holding period for bonds, effectively earning 5 year returns with an average portfolio life of 2.5 years once fully implemented - and plan to hold bonds to maturity.

   
       
 
 




As financial planners we take into account the totality of each client’s situation to design a bespoke investment approach.

 

 



As  CPAs we are totally focused on the facts: Suitability, performance, costs and tax impact. We have removed the excessive fees and markups, hype and marketing from the investing process. Our sole focus is the long term financial wellbeing of each client.



RVW is ruthlessly objective and bottom-line oriented. All of the owners are significant RVW investors.


IMPORTANT: This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. It is not an invitation to invest. Please contact us to learn more about what we do.

THIS INFORMATION IS BELIEVED BY US TO BE ACCURATE BUT MAY CONTAIN ERRORS. IT IS GENERIC AND MAY NOT BE SUITABLE TO YOUR PARTICULAR SITUATION. DO NOT RELY ON IT. NEVER INVEST WITHOUT CAREFULLY REVIEWING OFFERING DOCUMENTS, ON WHICH ALONE YOU SHOULD RELY. ALL INVESTING ENTAILS RISK. CAPITAL NOT GUARANTEED.

1880 Century Park East #200, Los Angeles CA 90067 • TEL: 888.691.1888 or 310.945.4000
25 Investment Gems
 
 
 
 

 
 
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