Our Investment Methodologies

RWA created FormulaFolios  to manage client accounts in a flexible, low cost, highly diversified, and transparent manner.  Each investment account is uniquely tailored for each individual client.  By adhering to a defined process we remove emotion and automate sound decision making.

We firmly believe that managing risk is the only way investors can develop a long term investment strategy for dependable growth and future income.  You can learn more about how we customize each client account by visiting the Process page.

Complete Allocation Series
(7 allocations)

Complete Allocations are designed to easily manage an investor’s entire portfolio. There are multiple allocations to choose from allowing investors the flexibility to have a professionally managed, diversified portfolio that precisely meets their investment objectives and tolerance for risk.

Aggressive

Moderate Aggressive

Moderate

Moderate Conservative

Conservative

VaR Allocation Series
(4 allocations)

Unlike traditional asset allocation models that are static in weightings, the VaR methodology continually measures the risk and opportunity of each asset class to dynamically change the asset allocation each month. This unique management style allows the portfolios to combine the benefits of low cost and tax efficient ETF investing with active risk management and diversification.

VaR 100

VaR 80

VaR 60

VaR 40

Multi-Strategy Series
(2 allocations)

Multi-Strategy Allocations are designed to generate consistent investment results in all market conditions, with little correlation to typical investment benchmarks. It seeks to eliminate poor months and years from investment performance, allowing investment capital to accumulate more efficiently and investors to stay committed to their long-term plans. Due to the active investment management of these allocations, investors should carefully use Multi-Strategy Allocations in taxable accounts.

Multi-Strategy Growth

Multi-Strategy Balanced