Investment Strategy
Our Money Masters may be used to create a risk adjusted professionally managed diversified investment portfolio.
From over 8,000 money managers, we select our Top 10 stock fund Money Masters and our Top 5 bond fund Money Masters in an effort to maximize the performance potential of your assets.
The objective of each portfolio is to harness the upside of each asset category, while minimizing the downside of each, to help you achieve your investment objective within your stated level of risk. The R Account includes portfolios that are managed asset allocated portfolios designed and managed to help you achieve your predefined investment objectives.
Studies have shown that having a professionally created asset-allocated portfolio is the single most important factor in determining returns from investing.
There are three main asset categories we use to build our portfolios: Cash, Bonds, and Stocks
Diversifying Your Portfolio. Because asset classes typically perform differently under different market conditions, diversifying your portfolio across different asset classes such as stocks, bonds and cash equivalents is one of the key ways to manage market volatility.
The Power of Asset Allocation. By combining the power of asset allocation with the performance potential of our Top 10 stock fund Money Masters and our Top 5 bond fund Money Masters, The R Account is designed in an effort to maximize the performance potential of your assets.
A Money Master is someone who continues to pass a rigorous series of qualitative and quantitative selection screens as analyzed by RCA. At RCA, we have identified active managers who have consistently outperformed their peer group and their benchmark. We call this elite group our Money Masters.
