Is Your Portfolio Caught in a Riptide?
What if everything you've been told about investing is WRONG?
Hard to believe? Consider what happened to your portfolio during the market meltdown in 2007-2009 or during Covid. Were you ever advised to mitigate risk and take any action to stop losing money? Or were you told to just "buy and hold" and hope that the market would eventually go up? The fact is most investors have lost far too much money by doing what they were told to do. Following so-called conventional advice like buy-and-hold just doesn't work in the real world because it leaves investors exposed to the full risk of the markets -- and potentially devastating losses during market declines.
Riptide Investment Philosophy
Our investment approach adapts to changing market conditions, so we can provide you with long-term investment growth and meaningful protection during market declines. RF believes our clients should be protected from serious losses during every significant market correction.
Our investment philosophy is based on decades of academically validated Nobel Prize winning research. We don't use crystal balls, black boxes, or hot tips to structure portfolio's, we use capital markets science. We believe there are dimensions of investment returns that can be captured by maintaining a broadly diversified portfolio over multiple asset classes.
The difference between RF and other IA’s though is in the active hedging we employ to mitigate downside swings during bear markets and large corrections.
No money manager is correct every time, including RF, but we believe the lessons learned managing investments through many market cycles provide us invaluable insight.
If you would like a higher level of security for your investments and lower costs, we’d be happy to discuss your situation with you.
Contact Us
Have a question? Send us a message, call 407 337-2145 or book an appoinment via the link.
Contact Us
Contact Information
1942 W CR 419 #1030
Oviedo, FL 32766
407 337-2145
steve@riptidefinancial.com
Business Hours
- Mon - Fri
- -
- Saturday
- Appointment Only
- Sunday
- Closed
Financial Planning - Portfolio Managment - Tax Planning - Annuities - Life Insurance
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products. Advisory services are provided through Riptide Financial, LLC, a registered investment advisor.
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Investing involves the risk of loss, and some strategies may not be right for you. Past performance does not guarantee future return. Hypothetical outcomes do not reflect actual investment results and are not guarantees of future results. All assumed, expected, or stated returns are not guaranteed unless otherwise stated. Indexes are not available for direct investment. A professional advisor should be consulted before undertaking any strategy or implementing any specific advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. By requesting any report available via this site you may be provided with information regarding the purchase of insurance products or investment advisory services in the future.
Riptide Financial Services is not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.
*"Peace of Mind," "Safety," "Principal Protection," "Lifetime Income, "Guaranteed Income," or other guarantees are associated with fixed insurance products. No such language refers in any way to investment advice, investment advisory products, securities, or recommendations provided by Riptide Financial Services. Investing involves risk. Rates of return are not guaranteed unless otherwise stated. All guarantees relating to insurance products are dependent on the financial strength and claims-paying ability of the issuing insurance company. Guarantees may be subject to various restrictions, limitations, or fees, which can vary depending on the issuing insurance company. Annuities have limitations and are not appropriate for all circumstances or individuals. They are not intended to replace emergency funds or to fund short-term savings or income goals. Investing involves risk.
Lifetime income may be available on certain products through an optional rider at no cost or for an additional cost, depending on the specific product and contract. Taking withdrawals prior to turning age 59 ½ may result in tax penalty fees in addition to ordinary income taxes. Withdrawals from annuities may trigger charges or reduce the contract value and death benefit. Insurance products are not insured by any federal government agency and may lose value.
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