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Investment Strategy Performance
YTD 10/31/09 | 1 Year | Since Inception* | |
| RWA Aggressive | -1.30% | -5.06% | 12.08% |
| RWA Moderate Aggressive | 3.85% | -0.35% | 12.02% |
| RWA Moderate | 9.19% | 4.42% | 11.85% |
| RWA Moderate Conservative | 14.73% | 9.24% | 11.57% |
| RWA Conservative | 20.46% | 14.09% | 11.17% |
| RWA Income 50 | 26.39% | 18.95% | 10.65% |
| RWA Income 30 | 19.15% | 16.82% | 7.77% |
| S&P 500 | 14.92% | 7.15% | -2.23% |
| About Us |
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Retirement Wealth Advisors, Inc. is a SEC Registered Investment Advisor group specializing in affluent individual, private foundation and corporate retirement plans. We provide unique formulaic solutions for retirement asset management, wealth advisory and strategic tax planning. Jason Wenk - President and Chief Investment Strategist, is the founder of Retirement Wealth Advisors, Inc.. In addition to working with a small group of private clients, Jason is the lead portfolio manager for the firm, Chairman of our Investment Committee and the creator of the FormulaFolio Investment Strategies™. FormulaFolio Investment Strategies is a mathematical formula based investment system designed by Retirement Wealth Advisors, Inc. to produce higher than average risk adjusted investment return. Retirement Wealth Advisors, Inc. works personally with clients in the Western Michigan area. Outside of Michigan, we provide asset management services through our FormulaFolio Investment Strategy system. For more information on Retirement Wealth Advisors or the FormulaFolio Investment Strategies please contact our office at 1-800-903-2562 or visit our contact us page.
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