Welcome to RLS Financial Group, Inc.

RLS Financial Group, Inc. is a Fee-only Investment Advisor that provides investment advice, research and portfolio design, Active Investment Management and financial planning services for individuals, businesses and charitable organizations.

RLS clients access the widest variety of quality companies and investment products delivered with great personal service.

At RLS we achieve outstanding results as a result of our dedication to exceptional market knowledge, transparency and tireless research and innovation.

Market Snapshot

Contact Us

RLS Financial Group, Inc.
51 Scudder Road
Newtown, CT 06470

Phone:
Fax:
Email:

(203) 270-9180
(203) 270-9185
info@rlsfinancialgroup.com


Client Topics

  • RLS Market
         Commentaries
  • Client Forms
  • Tax Forms
  • Tax Publications

  • Which account looks more like your investment performance?

    RLS Client Investment Trading Account
    vs. S&P 500 Index


    DATE

    RLS ACCOUNT*

    S&P 500**

    12/31/05

    $10,000

    $10.000

    12/31/06

    $10,941

    $11,362

    12/31/07

    $11,723

    $11,758

    12/31/08

    $11,662

    $  7,231

    RLS Portfolio of ETF Securities
    vs. S&P 500 Index


    DATE

    RLS ETF*

    S&P 500**

    12/31/08

    $10,000

    $10,000

    12/31/09

    $13,102

    $12,346

    12/31/10

    $15,681

    $13,921

    12/31/11

    $17,316

    $13,920

    12/31/12

    $18,904

    $15,787

    12/31/13

    $20,204

    $20,463

    *RLS account performance includes reinvestment of all dividends and interest and is before advisor
    fees which vary based on the assets managed and the services to be provided. Portfolio investment
    percentage is variable and is usually less than 100%.
    **S&P500 is 100% invested and does not include the value of reinvested dividends or commissions and fees.

    A well-managed account can improve returns and reduce volatility.


    RLS Financial Group, Inc.       

    "Intelligent Investment Strategies for Today’s Markets"        

    It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Investment returns and principal value will fluctuate so that an individual’s accounts when redeemed may be worth more or less than the original investment. RLS will furnish a list of all recommendations used to calculate the most recently published performance figures. Both advisor fees and fees for the S&P500 brokerage account (S&P500 Index) will reduce the performance of both accounts from the values shown above.

    Investment advisory services offered through RLS Financial Group Inc., a Registered Investment Advisor.
    Robert Shohet CLU®, ChFC®, 51 Scudder Road, Newtown, CT 06470 203-270-9180 (Fax) 203-270-9185

     



    51 Scudder Road , Newtown, CT 06470 Phone: (203) 270-9180   Fax: (203) 270-9185   Email: rshohet@rlsfinancialgroup.com
    Investment Advisory Services offered through RLS Financial Group, Inc., a Registered Investment Advisor, 203-270-9180.
    Copyright © 2009-2014 All Rights Reserved. RLS Financial Group, Inc.

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