Equities

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Mutual Funds

Please click below to get more information about our approach to mutual funds.

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Fixed Income

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Investment Approach

The final step in building the portfolio is the security selection process. At Reyes Capital we utilize independent, third party research exclusively. This research is primarily from vendors such as Standard & Poor’s (S&P), Charles Schwab, Value Line and Argus. We utilize this research to build portfolios that are diversified across certain sectors and industries. For more detail on the security selection process, proceed to the 'Equities', 'Fixed Income' or 'Mutual Funds' tabs.