A quarterly performance update for Rafalko Advisors’ model portfolios.
Personal Wealth Management
We help put your full financial world in alignment, so you may achieve your goals. Financial planning, investment management, 401K rollovers, and IRA considerations.
Retirement Plan Advising
We help plan sponsors optimize their plans and reduce costs, while improving participant outcomes. Investment selection and monitoring, assuming investment fiduciary responsibility.
Experienced, Logical Investing
Our Dynamic Core Investment Strategies give you a logical way to buy low and sell high, just like all investors should (and don’t). Objective advice with options.