Our Philosophy
WE EMBRACE AND ENHANCE MODERN PORTFOLIO THEORY
We seek to create a more broadly diversified portfolio. To achieve this, we incorporate tactical strategies driven by our evaluation of real-time price action, and we combine that approach with strategies driven by fundamental valuations and security selection. In our experience, tactical strategies have historically demonstrated less correlation with broader asset classes. Our quantitative process uses cash as a defensive hedge and can help financial advisors create a customized portfolio better aligned with the efficient frontier.
WE TAKE ACTION IN VOLATILE MARKETS
Many investors remain invested no matter how volatile markets get. They worry that missing out on the market’s 10 best days can damage their portfolios so much that they should simply grin and bear it through the market’s worst days. But we think there’s a better way. By combining traditional investment strategies with tactical solutions, we can provide proactive portfolios.
At RWA Capital, we believe avoiding the market’s worst days is as important to investment success as taking full advantage of an upside move. Consistent compounding of positive returns is the key to building wealth over time, and that means preservation of capital is an important investment foundation. Many of our investment strategies center on risk control and taking measures to reduce losses during major market corrections—while still seeking to capture a portion of market or asset class uptrends.
WE STAY DISCIPLINED
The goal for our quantitative investment strategies is to reduce volatility and deliver competitive absolute returns. Our investment team is guided by the discipline of our computer models—an approach that offers a systematic buy-and-sell process that seeks to avoid the pitfalls of human emotions. Studies have shown how detrimental investor emotions can be, as they contribute to knee-jerk investment decisions in response to market headlines.
We understand that reducing down-market exposure eases investor anxiety and leads to clearer long-term decisions. Keeping investors from making poor emotional decisions (buying high and selling low) is extremely important to succeeding over time. And taking an active approach will help you and your clients sleep better at night.
Why Invest with RWA Capital?
EXPERIENCE
Our investment strategies and experienced investment professionals have weathered all market conditions. Our research and investment teams have more than 40 years of combined experience building and actively managing client portfolios in a variety of strategies.
INTEGRITY
We are fiduciaries. We are transparent about our process and our record. We’ve worked hard to build a reputation for accountability, and we don’t take our clients’ trust for granted.
DIVERSE OPTIONS
From the beginning, our boutique firm has built tailored solutions to meet client needs. Whether clients seek income generation, long‑term capital appreciation, downside risk control or an all‑in‑one portfolio solution, we offer separate account strategies to help solve their problems.
ACCESS
If you have questions about our strategies, give us a call. We pride ourselves on being portfolio managers you can talk to.
SERVICE
As advisors ourselves, we understand your business and your clients’ needs. If you have a problem or question, you can count on us to respond quickly.