{"id":435,"date":"2021-05-19T19:23:47","date_gmt":"2021-05-19T19:23:47","guid":{"rendered":"https:\/\/rswealthmanagement.com\/wordpress\/?page_id=435"},"modified":"2026-04-09T19:17:04","modified_gmt":"2026-04-09T19:17:04","slug":"investment-process","status":"publish","type":"page","link":"https:\/\/rswealthmanagement.com\/index.php\/investment-process\/","title":{"rendered":"Investment Process"},"content":{"rendered":"\n<div class=\"wp-block-cover\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"694\" class=\"wp-block-cover__image-background wp-image-581 size-large\" alt=\"\" src=\"https:\/\/rswealthmanagement.com\/wordpress\/wp-content\/uploads\/2026\/01\/AdobeStock_538388183-1024x694.jpeg\" style=\"object-position:50% 65%\" data-object-fit=\"cover\" data-object-position=\"50% 65%\" srcset=\"https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_538388183-1024x694.jpeg 1024w, https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_538388183-300x203.jpeg 300w, https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_538388183-768x520.jpeg 768w, https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_538388183-1536x1041.jpeg 1536w, https:\/\/rswealthmanagement.com\/wp-content\/uploads\/2026\/01\/AdobeStock_538388183-2048x1388.jpeg 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-60 has-background-dim\" style=\"background-color:#66564e\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-block-cover-is-layout-constrained\">\n<p class=\"has-text-align-left has-ast-global-color-4-color has-text-color has-link-color has-large-font-size wp-elements-69640b88a2950a0beb8a91d93518fd78\">Investment Process<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<ol class=\"wp-block-list\">\n<li>The process begins with understanding each client\u2019s unique situation, financial goals, and sensitivity to risk.<\/li>\n\n\n\n<li>With this understanding, we then recommend an appropriate strategy.<\/li>\n\n\n\n<li>Once the strategy is agreed upon by the client, it is implemented.<\/li>\n\n\n\n<li>The plan is then closely monitored to help ensure its effectiveness.<\/li>\n<\/ol>\n\n\n\n<p>To build personalized investment portfolios, RS Wealth Management engages clients in a four-step process:<\/p>\n\n\n\n<p>Our process is a continuous cycle because clients\u2019 circumstances change as they transition into and out of life\u2019s different stages.<\/p>\n\n\n\n<p><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image alignright size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"393\" src=\"https:\/\/rswealthmanagement.com\/wordpress\/wp-content\/uploads\/2021\/07\/investment_process.gif\" alt=\"\" class=\"wp-image-513\"\/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To build personalized investment portfolios, RS Wealth Management engages clients in a four-step process: Our process is a continuous cycle [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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