Racz Financial Services is a Registered Investment Advisor offering fee-only investment portfolio management and financial planning services

Racz Financial Services takes a fiduciary role in managing client investment portfolios and providing financial planning services. As a fiduciary, our only concern is doing what is in the best interest of our clients and our only compensation comes directly from our clients. Racz Financial Services uses active portfolio management to manage client accounts and accounts are monitored daily using Pont and Figure charting which was developed by Charles Dow over 100 years ago. We believe that th...

Racz Financial Services takes a fiduciary role in managing client investment portfolios and providing financial planning services. As a fiduciary, our only concern is doing what is in the best interest of our clients and our only compensation comes directly from our clients. Racz Financial Services uses active portfolio management to manage client accounts and accounts are monitored daily using Pont and Figure charting which was developed by Charles Dow over 100 years ago. We believe that there is a time to play offense in the markets and a time to play defense. Playing offense all of the time by using a "buy and hold" strategy passed off as portfolio management we believe can be extremely destructive. Relative Strength plays a very important role in our portfolio management methodology and through Relative Strength analysis we constantly weigh different sectors of the investing universe against themselves. The winners of those contests are then considered for use in client portfolios.