What is an Absolute Return Strategy?
Absolute Return Strategies aim to produce a positive rate of return regardless of underlying market conditions. Our flagship investment model, The RFG Absolute Return Strategy, uses a combination of non-correlated assets and inverse funds to achieve this.
Why not buy and hold?
Buy and Hold investing became very popular in the 80’s and 90’s during one of the greatest bull markets we have ever seen. However, during the past 10 years, the US has been in a secular bear market and has provided most buy and hold investors with a negative rate of return.
We believe the current investment cycle will continue, as past secular bear markets have lasted on average 15-20 years.
What is a Secular Bear Market?
A Secular Bear Market is a period of tremendous volatility in which buy and hold investors achieve little or no investment gains. The 1966-1982 secular bear market provided investors with a total rate of return of 1 percent.
What is the difference between what you do and what my financial advisor does?
Those who work in the financial services industry tend to get “lumped” together, despite the varied services they offer. The Rothe Financial Group is a Registered Investment Adviser. We manage portfolios on a discretionary basis, based on a specific investment model.
Where will my account be held?
Accounts are held at National Financial Services (NFS), a division of Fidelity Investments. NFS provides us with trading technology and provides reporting and custody services for our clients.
How do I open an account?
Please contact us directly at 703-349-6327 or at info@therothefinancialgroup.com.
Our current minimum account size for new clients is $500,000. Please be aware that our investment strategies are not appropriate for everyone and from time to time we will turn away new clients whose investment needs do not match our strategy.
Do I need to live in the Washington DC metropolitan area to open an account?
No – we have clients all across the country. By utilizing technologies such as web conferencing we can hold client meetings at anytime and anywhere.
If you live outside the Washington DC area and would like to open an account, please contact us for more details.
