Rigden Capital Strategies utilizes index funds to construct the majority of the portfolio. The purpose is two fold; give you broad exposure to the market and keep costs down, which is one of the biggest drivers of long-term performance.
Next, we implement a dynamic element to the portfolio designed to capitalize on current market environments, better positioning your money to thrive in the good and weather the storm during the bad.
Our Investment Principles
Designed
Your Investment strategy isn't cookie-cutter, instead a stress tested strategy is developed and customized just for your goals.
Diversified
Diversification is at the core of what we do. Our focus: broad exposure that participates in the upside of the market.
Disciplined
Our goal is to take subjectivity out of our dynamic portfolios as much as possible so that emotions don't win.
Dynamic
Seeking a disciplined yet dynamic approach to investing that calibrates based on an ever changing market.
Equity Allocation: Design & Composition
The DNA of our equity allocation
Core
Component
Low cost index funds providing broad US market exposure ensuring maximum long-term participation in the upside of the market. The core component of the portfolio utilizes the S&P 500 as our benchmark for equities.
Fundamental
Tilt
Over time, a market can become imbalanced due to momentum, trends, and sentiment favorability, leaving some areas undervalued. As a ballast, we utilize fundamental indexing in a segment of the portfolio to provide greater downside protection and enhanced diversification.
Dynamic
Tilt
By utilizing our investment screening process, we target specific sectors of the economy to capitalize on current market environments or we may add protection to the portfolio during market extremes.
Fixed Income Allocation: Design & Composition
The DNA of our bond allocation
Core
Component
Broad market exposure to mostly investment grade bonds with a focus on the two primary purposes of fixed income; income and preservation. Growth and speculation belong with equites not bonds.
Duration
Tilt
Based upon the economic and interest rate environment we tilt the portfolio's bond duration to better withstand market extremes. Our duration tilt is made of investment grade bonds only.
Dynamic
Tilt
Beyond the core and duration tilt, we continue to calibrate the portfolio based on the current environment. This tilt focuses on either enhancing preservation during market stresses or income during market expansions.
Traditional investment approaches often prioritize diversification to a fault, leading to unnecessary complexity and diminished long-term performance. Rigden Capital Strategies takes a different approach: we streamline portfolios by removing excessive asset classes that provide negligible diversification benefits but significantly impact returns. This focused strategy, combined with transparent performance reporting, provides clarity and demonstrates our value.
Joshua Rigden, CFP®
Transparency
See performance, portfolio statistics, and other key metrics in real time. Made available to you on demand through our secure investment portal.
Diligent
Screening Process
RCS uses industry-grade screening technology that helps us identify potential ETFs, stocks, bonds, and other investments we might use.
We utilize the 5 Pillars for Research created by Morningstar: Process, Performance, People, Parent, and Price. This helps us find the best investments for our clients.
Vanguard
Dimensional
iShares
Schwab
Our Investment Council
Dimensional
Macroeconomic & Fundamentals
Sentry Capital
Options Strategies
Inland Capital
Real Estate Strategies
DPL Financial Partners
Structured Products
Vitor Bueno, CFA
Canter LLC
Coming Soon!
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Coming Soon!
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Coming Soon!
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