Research Financial Strategies is a private wealth management firm that was established in 1991 to provide fee based investment advice. We are a Registered Investment Advisor with the Securities Exchange Commission. RFS specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.
Research Financial Strategies provides families, individuals and foundations with an alternative to institutionalized and impersonalized money management. A privately-owned, independent, and financially secure firm, Research Financial Strategies pursues without conflict the greatest potential in each client’s wealth.
Currently Research Financial Strategies 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, CNN, and other local and national media. In the financial services industry, Jack is highly regarded 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 worldwide.
OUR MISSION IS TO CREATE AND PRESERVE CLIENT WEALTH
With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested, and we guide the development of financial plans that help them achieve their goals for personal wealth and retirement security.
Individuals & Families
Before any investments are made RFS will spend time
understanding your investment needs and educate you
on our investment process.
Corporations & Non-profits
As a Registered Investment Advisor, RFS manages the assets of corporations, family offices & 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 meets your objectives. Ongoing monitoring and superior performance reporting to ensure the goals of your organization are being met through actively managing the assets within the plan.
Almost 400 Million Under Management
Clients in 45 States
News & Updates
The world is in debt. The April 2018 International Monetary Fund (IMF) Fiscal Monitor reported global debt has reached a historically high level. In 2016, debt peaked at 225 percent of global gross domestic product (GDP) (the value of all goods and...read more
How many mutual funds would you guess outperformed the stock market since the last bull run started nine years ago? If you guessed 1,000, 100 or even 10, you would be very wrong, and even off by miles. In fact, not a single mutual fund has beaten the...read more
What do you think? Are you bullish, bearish, or neutral about the U.S. stock market? Are U.S. stocks undervalued, overvalued, or fairly valued? What is the biggest threat the U.S. stock market faces this year? During the first four months of 2018, U.S....read more
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
or by calling us at 301-294-7500.