investment management

At Reyes Financial Architecture (RFA), we believe no two investors are alike. Our investment process is client focused. Our motto is, “Win by not losing!” We base our process on a personalized approach, using multiple investment strategies and money managers. Our portfolios are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. RFA’s investment-management strategy is designed, based on your long-term investment goals of preserving capital and maximizing income.

We Offer

  • Tactical and Hedged Risk-Management Strategies
  • Hybrid Fixed Indexed Annuities
  • Real Estate Investment Trusts
  • Exchange Traded Funds (ETF’s)
  • Stocks, Bonds and Mutual Funds

pillarsOur Process

RFA expands our services by partnering with other money managers who have proven track records—in both: up and down markets, in order meet our Investment Management Firm Philosophy of “Winning by Not Losing.” We are a Registered Investment Advisory firm and strive to offer objective, unbiased investment advice and decisions, with the primary objective of preservation of capital and maximizing income. With this structure, we are on the client’s side of the table.

Investment Philosophy

At RFA, we believe it is more important that values are understood before assets are valued. We focus first on protecting, then on growing our clients’ assets through absolute-return investment strategies, aimed at succeeding in both, up and down markets. Absolute returns are not determined by movements in the market or in any particular industry. The direction of the market indices has little or no influence on the returns of an investment strategy that seeks absolute returns. Generally, absolute-return strategies refer to investments that attempt to provide ongoing positive returns, regardless of the performance of the stock market. These strategies are typically more conservative and seek modest, consistent growth; which is why RFA follows this investment philosophy.

Contact Us