This program is an economical way to receive professional advice on creating and maintaining a reliable mutual fund portfolio. The client receives quarterly model portfolio performance reports and advice on rebalancing the portfolio. It is based on RWR's in-depth fund selection research, analysis of demographic trends and assessment of the global economy and investment markets. The results of RWR's mutual fund research is sent to clients quarterly in The Rog Report, recipient of the Dow Jones Investment Advisor magazine's Technical Excellence Award .
Interim advice is sent whenever circumstances warrant.
Fees for the Self-Directed Investor Program can be paid in two ways. Whichever way you prefer, we provide convenient billing to your Visa or MasterCard account. Inc. All rights reserved.