Investing with rebel Financial
We believe that prior planning, hard work, and discipline are the secrets to financial success. It’s not a complex formula, but it is certainly the path least traveled, because it is not the “easy” path to success. In fact, there really isn’t a high probability path to success that’s “easy”. If you want a high likely-hood of accomplishing your goals then, you have to look deep inside yourself, work hard, and hire someone to help you to stay on track.
Our general philosophy
It probably will not be easy or quick but we will help you every step of the way. Life is about probabilities and all we can do is make the best choices that we can in our lives. Sometimes things will not work out as we planned, but many times they will, and as we calculate the sum of successes and failures from a life of good choices, we are confident that you will be much more successful than you would have been otherwise. There are three main goals as your financial advisor we'll help walk you through.
Finding Probability
We’ll help you find the highest probability path to accomplish any financial goal you may have.
Identify & Implement
Once your financial goals are established, we’ll help you to stay on track and implement them.
Adjusting
Finally, we’ll help you to adjust your course as life changes over-time.
Our Investment Philosophy
Investment management is the most common serve we perform for our clients. It is the main means by which we help our clients leverage their hard work and capital to accomplish their goals. We manage our clients' money very scientifically and systematically by helping them choose an investment strategy that will help them achieve their goals with the highest probability of success with the statistically least amount of risk for their specific goals and desires.
We believe...
You cannot statistically "beat" the markets over the long term.
Low costs are one of the most important variables, and we strive to reduce costs always. This leads us to favor passive/index strategies.
Human behavior is the biggest detractor from investor returns (a documented 3-7% per year long-term underperformance), our close relationship and process helps us to help our clients bring their returns much closer to the optimal market/index return.
Fundamental analysis (active management) can add value in certain situations, but only if it comes at very reasonable cost (only marginally above an index strategy).
We reject tactical (market-timing) investment strategies as fallacious and generally too expensive to provide any long-term value to most investors.
Our process of combining relationship, knowledge, technology, and process allows us to help you attain a much more efficient market return, which will help you accomplish your underlying life goals.
We also offer the following values-based investing strategies:
ESG & Socially Responsible Investing (SRI)
Many of us believe that our investments should be guided by the same principals and ethics that we live by in our own lives. Whether its labor practices, good governance, being environmentally sustainable, investing in renewable energy sources, etc. We have solutions to help you do so without sacrificing investment performance and only at marginally higher costs (this keeps reducing every year).
Christian Values Investing
We utilize a combination of Protestant and Catholic fund managers to create an optimal investment strategy for our Christian clients. This investment strategy is similar to ESG but with more emphasis on screening alcohol, pornography, gambling, family values, and abortion.
Shariah/Halal Based Investing
We offer Muslim faith-based investing made specifically to avoid haram: alcohol, Gharar, tobacco, and Riba. Our partners assist in the calculation of Purification and Zakah. We are pleased to help our Muslim clients invest more confidently and according to their beliefs.
Formulating an Investment Strategy
We help our clients define the goals that they are saving/investing for, determining the risks they are comfortable taking, adjusting the risk to return profile to the differing time-frames of various goals and weaving this all together into an efficient and practical investment plan. We tailor our portfolios to our individual client needs and we have created over 100 model portfolios (most firms have ~5-10), and we are always willing to customize when one of our models doesn’t fit, which is why we have so many already.
There are so many people and companies out there today that will tell you that what you want “can’t be done” without even trying because you do not fit their “cookie cutter” model or they try and make you feel bad or wrong because of the goals you have or the way you believe. rebel Financial was started in antithesis to this mentality, we will always try to accomplish your goals and accommodate your beliefs in most efficient and practical way possible.
Implementing your investment strategy and maintaining it over time
Implementation is one of the most important aspects of any plan because it turns our words into actions and creates the reality of our goals and dreams. Our entire process is about continually implementing our plans and making our investment strategies and financial plans work “practically”, not just “theoretically”.
Helping you bring it all together
We would be remiss to neglect that financial planning is basis on which an investment strategy should be built upon. Unfortunately, most people do not have a formal financial plan; they only have some general idea of goals that they want to accomplish along with some quick calculations and research they’ve done. While we do serve many clients in this capacity (as Asset Management Clients), we do recommend that you consider looking at your entire financial plan and how everything will weave together to help you accomplish your desired goals, from which we can build a more comprehensive investment strategy.
rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605