Research Financial Strategies (RFS) is a private wealth management firm that was established in 1991 to provide fee based investment advice. We are a Registered Investment Advisor (RIA) with the Securities Exchange Commission (SEC). RFS specializes in providing investment advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.
Currently RFS has over 400 Million under management serving clients in 45 states. Jack Reutemann (CEO & Founder) is well known nationally as a speaker and money management expert, and is a frequent guest on CNBC, Fox News, and other media. In the financial services industry, Jack is well known as the co-founder and co-instructor of “No More Pies” (www.nomorepies.com), a 2 day course on teaching technical analysis & risk management to other advisors.
OUR MISSION IS TO CREATE AND PRESERVE CLIENT WEALTH
Individuals & Families
Before any investments are made RFS, will spend time understanding your investment needs and suitability and educate you on our investment process.
- Non-Qualified Accounts
- IRA Rollover
- 401k Rollover
- Traditional IRA
- Roth IRA
- Retirement Plans w/ Existing Employer
Corporations & Non-profits
As a Registered Investment Advisor (RIA) RFS manages the assets of corporations & non-profits. Here are a list of ways in which we can serve your organization:
- Corporate Retirement Plan (401k & Profit Sharing)
- Non-Profit & Association Retirement Plans (403B / 457)
- Endowments (Corporate & Non-Profit)
- Corporate Treasuries- Short & Long Term Cash
RFS will consult with your organization to understand its needs and create a plan that provides to meet your objectives followed by actively managing the assets within the plan.
We use a proprietary investment methodology that leverages technical analysis to identify and protect against market risk.
To learn more, play the video on right.
Over 400 Million Under Management
Clients in 45 States
For over 25 years, Research Financial Strategies has been serving families and businesses as their investment advisor. Let us put our money management expertise to work for you. Set up a consultation by either filling out our contact form below or by calling us at 301-294-7500. Below are the various ways we can help you.