The breadth of experience within our practice enables us to serve individuals and families who are just starting out as well as those who have achieved a ultra-high net worth. We also specialize in providing advice to small and medium size business owners.
– Jack Reutemann, CEO & Founder
At Research Financial Strategies, our success depends upon a detailed understanding of the needs of each of our clients. The foundation of our strategy is an in-depth discovery process, allowing us the ability to best understand your concerns, goals and values. It is recognized that your financial future represents a significant emotional investment, but we also know that it is critical to manage that future with process and logic rather than emotional reactions. Our team will create a detailed plan custom-made to your unique situation. Research Financial Strategies proprietary methodology that leverages technical analysis means we can avoid the pitfalls of institutionalized money management—and focus instead on achieving real returns for each client.
When you’re choosing a investment advisor, you need to be sure they’ll listen to your requirements and support you in achieving your objectives. With Research Financial Strategies, you can be confident that together, we will develop a relationship on your terms.
Of course, we can’t predict the future of capital markets, but we can assure you that a future with Research Financial Strategies will be a guided partnership based on respect, investment expertise and action in your best interest. We pledge to always provide astute and objective guidance based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine.
That objectivity and discipline further extends to the way we manage our business:
- We ensure independent oversight of your assets by holding all client accounts at third-party custodians
- We are a fiduciary, bound by law to put your best interests above all else.
- Our fees are based on assets under management, hence, our interests are aligned with yours.
The heart of what we do lies in helping our clients achieve their goals and obtain the peace of mind that a successful financial plan provides.
As one of our clients, you will receive a quarterly performance report from Research Financial Strategies that gives you a detailed picture of how your financial plan is progressing. Your investments will be held in safekeeping by an independent third-party custodian, who will also send you financial statements ensuring that your assets are held securely. We will review your situation regularly and will work with you to adjust your plan as your life changes. At a minimum we need to meet with you annually to review your circumstances and adjust your plan to fit your evolving circumstances.
Are you ready to get started on a more secure financial future? Contact us today to see how Research Financial Strategies can help you on a path to achieve your life goals.
We Listen. We Plan. We Build.
June 1, 2020Our Mission Is To Create And Preserve Client Wealth Are those green shoots?In economic terms, green shoots are signs of improvement. If you were paying close attention, you might have seen some in economic data released last week.They weren’t...
May 26, 2020Our Mission Is To Create And Preserve Client Wealth It was a good week for stock markets in the United States, but there was trouble in Asia. U.S. stock markets rallied last week. The Dow Jones Industrial Average, Standard & Poor’s 500...
In honor of Memorial Day, we’d like to tell you a story about a man named Ben Salomon.Ben Salomon was a dentist. He went to school, got his degree, and started his own dental practice at the tender age of 23. The most trying ordeal he was ever supposed to...
I would just like to assure everyone that the Research Financial Strategies models are still fully invested, and we are still on a very strong technical buy chart. Please see the chart below. Our Growth Portfolio continues to outperform the S&P 500...
December 9, 2020 Our Mission Is To Create And Preserve Client Wealth America is reopening, state by state.That’s welcome news for many businesses, but we’re far from business as usual. Last week’s economic news included unemployment hitting an 80-year...
The stock market is not the economy.It’s an important point to remember when headlines marvel that U.S. stock markets are moving higher while the U.S. economy is contracting. Stock markets are not mindful of the present moment. They are forward-looking,...
How Can We Help?
Jim Streight James Streight Chief Marketing Officer