Reilly Financial Advisors builds personalized stock and bond portfolios that efficiently and cost effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, all while adhering to fundamental asset allocation. Our in-house research and analysis team monitors our portfolio holdings each and every day, and focuses on our three critical strategies.
Our portfolios have no proprietary products, and all fees are clearly disclosed. These tailored portfolios incorporate each client’s unique financial situation.
Our unique Buy Strategy, which uses sophisticated technology and tools to research and select stocks to hold within our portfolios, incorporates a proprietary 20-point inspection, screening the universe of more than 65,000 stocks available for public purchase.
The RFA Sell Strategy, which is a critical component to adhering to the risk tolerance that we establish within our clients’ personalized portfolios and helps determine when we will sell positions within those portfolios.
Global Macroeconomics Strategy
Global Macroeconomics Strategy, which evaluates the possible effects of international influences on portfolio holdings. This constant analysis adds to our unique investment management approach, and directly drives buy and sell decisions within client portfolios.
In order to build, maintain and continuously improve our portfolios, we employ the vast knowledge of our Investment Committee. The Reilly Financial Advisors Investment Committee, headed by Chief Investment Officer David Cariani, CFA, CFP®, is comprised of CFA and CFP® professionals, a Yale-educated Ph.D., and our founders, who collectively represent over 100 years of investment experience. Learn more about the true value of the investment committee.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the needs of the client. RFA does not serve as an attorney, accountant, or insurance agent. RFA does not prepare estate planning documents, tax returns, or sell insurance products.