Portfolios

Introduction

FormulaFolios come in two varieties:

  1. Turnkey Asset Allocation Strategies

  2. Individual Style Strategies

There are twelve separate Individual Style Strategies (only five are available stand alone) and five Asset Allocation Strategies.  Each Allocation Strategy is comprised of all the Individual Strategies with percentage-based weightings optimized for risk-adjusted returns.

FormulaFolios are flexible, yet precise. Investors can  use them to compliment their current strategies/managers, or apply them as turn-key allocations specifically designed to manage an entire investment portfolio.

We’re Here to Help

If this information seems overwhelming or confusing, know that our people are ready to help.  All of the FormulaFolios Investment Strategies are only available through Retirement Wealth Advisors.  We can help choose the proper allocation or individual strategy that will best help each investor reach their very unique goals.

Select the PDF Download icon below for the FormulaFolios brochure.  Select the Allocation Strategy or Individual Strategy from the sidebar for more information.