Why RDF Wealth Advisors

RDF Wealth Advisors

Most wealth managers build portfolios based on outdated market assumptions. If markets behave outside these model parameters, wealth managers “freeze” and are unable to take advantage of idiosyncratic market opportunities.

RDF Wealth Advisors investment philosophy is designed to withstand market dislocations. We are prepared to give up some of the upside during bullish market periods because we know we will get compensated for it during irrational market crashes. This is what we call “anti-fragile” investing.

The people behind RDF have literally written the book about advisor behaviour during market disruptions and know how to avoid many of the pitfalls* We are fiercely independent. While we have established a strong network of private wealth experts (including but not limited to many Swiss private banks), we are not beholden to one provider and can, therefore, offer customized solutions that meet the specific needs of our clients.

* “The Belief System and Behavior of Financial Advisors after a Market Disruption” (Perelli, Lingham, Hensler, 2013)

We believe that quality, agility and resilience are the cornerstones of a successful wealth management practice

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