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Investment Strategy Performance

 

YTD

10/31/09

1 YearSince
Inception*
RWA Aggressive-1.30%-5.06%12.08%
RWA Moderate Aggressive3.85%-0.35%12.02%
RWA Moderate9.19%4.42%11.85%
RWA Moderate Conservative14.73%9.24%11.57%
RWA Conservative20.46%14.09%11.17%
RWA   Income 50
26.39% 18.95% 10.65%
RWA   Income 30
19.15%16.82%
7.77%
S&P 50014.92%7.15% -2.23%

Important Disclosures

About Us

The RWA Market Momentum Model is a proprietary investment selection system developed to consistently allow any investor to easily outperform the investment returns of nearly all Wall Street Money Managers.  It was developed by a professional money manager who successfully manages over $100 million for a very small group of high net worth private clients. 

The system is formulaic, eliminating personal and emotional interference from the investment process. This allows for thorough testing of the strategy to ensure it delivers positive, market beating results in both bull (good) and bear (bad) markets.

The system developer, Jason Wenk, is a private money manager for high net worth investors, President and Chief Investment Strategist of Retirement Wealth Advisors, Inc.  An SEC Registered Investment Advisor Firm with offices in Western Michigan.  Mr. Wenk is the creator of numerous quantitative (math driven) investment models; most of which are used in his private practice.  The RWA Market Momentum Podcast has been made available online in order for more people to benefit and make use of smarter investment methodology than what is traditionally available from investment advisory firms.

 
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