MANAGED RIGHT

Our Investment Methodology That Helps You Retire Right.

Most advisors outsource portfolio management.
Here’s why we manage yours for you.

According to a recent industry study, most (54%) financial advisors outsource their investment management to 3rd parties. At RetireRight, we’re not most. We think 1st party is better than 3rd.
Here are just a few reasons why.

So we can create a truly customized portfolio tied to your unique, individual goals

So we can sleep at night knowing we’re doing everything we can to keep your retirement on track

So when you ask us “Why do I own this?” we can tell you exactly why

Our 7 keys to your portfolio management

In today’s increasingly-volatile investment landscape, we believe you can use data, tools, smart strategies and process to improve investment outcomes. Our ManagedRight investment methodology provides RetireRight clients with real- world investment strategies that keep your financial plan on track.

DATA DRIVEN

Hard research and concrete data

ACTIVELY MANAGED

Not the old “Buy and hold”

STRENGTH + MOMENTUM

Identify current trends

TARGETED & PERSONALIZED

Performance tracked to your plan

COST EFFECTIVE

Lowest cost that makes sense

TAX EFFICIENT

Tax savings are returns, too

RISK MANAGED

We are stewards of capital

DATA DRIVEN

Hard Research and Concrete Data

We believe you can use data, tools and a process to increase understanding of probability – that if x happens, y is likely to happen – and use that understanding to make educated investment decisions.

ACTIVELY MANAGED

Not the old ”Buy and Hold”

As we enter a new era of fintech and instant information, the old investing mantra of “buy and hold” no longer applies. Instead, investors must adopt a new strategy: buy and do your homework. ManagedRight means we’re right here, daily performance monitoring and active, monthly portfolio managing.

STRENGTH + MOMENTUM

Identify Current Trends

Our portfolio performance mantra is simple: Own really great stuff. Don’t own it when it’s not. It’s econ 101 – supply and demand. We use advanced tools to identify “relative strength” and momentum, to help us know when to apply the brakes and when to step on the gas.

TARGETED & PERSONALIZED

Performance Tracked to Your Plan

As a new RetireRight client, once we develop your personalized financial plan goals and timing, we create a portfolio strategy and target rate of return to keep your plan on track. All investment decisions thereafter zero in on that target.

TAX EFFICIENT

Tax Savings Are Returns, Too

With detailed knowledge of our clients’ personal tax situation, we can factor in tax planning to your customized portfolio.

COST EFFECTIVE

Lowest Cost That Makes Sense

All investments cost something. But they don’t all cost the same. We look for lowest cost investments that make sense.

RISK MANAGED

We Are Stewards of Capital

By utilizing historical insights into asset volatility, we develop strategies that manage risk while seeking growth opportunities. We aim to provide a stable growth trajectory by carefully managing drawdowns.