Investment Methodology

At RS Wealth Management, our investment methodology incorporates four principles that we consider to be crucial to the success of any investment strategy – asset allocation, diversification, periodic rebalancing, and risk management.

We use professionally managed equity portfolios intended to provide capital appreciation and fixed income securities to help provide income and balance.

Market risk is managed through asset allocation and security risk is managed through diversification. We advocate periodic rebalancing to help reduce portfolio volatility. Finally, we utilize a market valuation model to help determine when tactical allocation adjustments are necessary.

While future performance is not guaranteed, by varying your investments, diversification, asset allocation, and periodic rebalancing attempt to minimize the effects a decline in a single holding may have on your entire portfolio.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Information on this website is directed toward U.S. residents only. RS Wealth Management, Inc. is registered as an investment adviser with the State of Maryland. RS Wealth Management, Inc. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.