Unlike most investment results that are a bi-product of individual manager skill or luck, FormulaFolios Investment Strategies are computer-driven investment models that have been thoroughly researched and tested for delivering benchmark-beating returns. They are managed by Retirement Wealth Advisors, Inc (RWA), a SEC Registered Investment Advisor, headquartered in Grand Rapids, Michigan.

Remove Emotion : Get Better Results

At the core of our firm is the belief that emotion free, quantifiable systems will help investors avoid poor decision making while simultaneously increasing their statistical probability of success. By focusing our time and talents on developing sophisticated systems, we can thus make a profound impact on the lives of investors.

FormulaFolios were made officially available to investors in 2004 by Jason Wenk, the firm’s founder and current President. FormulaFolios are available exclusively through approved investment professionals throughout the United States.

Fee Only : No Conflict of Interest

FormulaFolios are fee only, privately managed accounts.  There are no kickbacks, no proprietary funds, and our investors’ best interests are always considered.  While keeping our investors’ goals in mind, our fee only approach strives to create strong and consistent performance while keeping volatility at a minimum.

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