RWS Financial Group uses an investment management process for our clients’ portfolios. As outlined below, our Investment Management process includes eight fundamental steps.  This process allows our team to develop a relationship and understanding with our clients from the beginning.  We are a financial services firm and the advisors provide fee-based advisory services, our compensation is based entirely on the predetermined disclosed fees and we do not receive any type of commissions or other income sources.

We work with our clients to establish investment objectives based on their risk tolerance and time horizon.  We then determine the proper asset allocation constructed and maintained on the basis of the assessed risk tolerance, evolving needs, and market conditions.  Additionally, we establish benchmarks specific to each portfolio for investment reporting and performance monitoring.  Our clients’ portfolios are then systematically rebalanced and reallocated.

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