Naples FL CPA  / Ragain Financial Inc.
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MONTHLY INVESTMENT COMMENTARY

 

Ragain Financial provides many investment solutions.  Our 2 primary programs are RF Portfolio and RF Index.

RF PORTFOLIO

  • Designed for the active investor
  • Stocks & Mutual Funds
  • Retirement Accounts and Benefits
  • Aggressive Strategy
  • Active and Frequent Trading

 

RF INDEX

  • Strategic Index Funds
  • Very low expense ratios
  • Aggressive and Conservative Strategy
  • Low trade activity
  • Highly Diversified Portfolio

 

Investment research is performed by our own investment advisors in house as well as research firms and stock analysts. We are not salesmen, this is a service of stock picking and investment selection. 

Portfolio management is a blend of art and science. Past performance is useful. But just picking the funds that performed best in the past is not a good way to build a portfolio for the future. That’s why our portfolios reflect a well thought out and disciplined approach to both asset allocation and fund selection.

 

SAMPLE REPORT

 

Both programs provide year around advice and guidance.  We manage your portfolio in our Ragain Financial brokerage accounts provided by TD Ameritrade.  Each program is fee based making us independent and focused on providing you the best return.  RF receives no commissions or payment of any kind from outside investment companies or providers.

The RF team of investment advisors is the best in the business with a proven track record of success.  Professional stock analysts and investment professionals who work everyday to ensure you investment goals are reached.

 

Ragain Financial provides advice in other areas of investing including:

  • Investment Analysis
  • Rental feasibility and profit studies
  • Real Estate management
  • Mutual Fund research
  • Rollovers and transitions
  • Bond and Fixed Income investments
  • Bond Laddering
  • Money Market investments
  • Tax-free Strategies

 

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