Over Time, 70% of money managers fail to beat their respective index.

This underperformance is not due to a lack hard work or intelligence, but rather due to inherent flaws in the design of their funds. At RK Investment Advisors, LLC, we have structured our investment strategy to overcome the barriers that cause most money managers to underperform.

Using an enhanced index strategy, combined with selective active management, we have designed a process which will better enable us to serve our shareholders. Further, where most money managers charge a fee regardless of performance, we refuse to charge a management fee and only charge a performance fee if we outperform the S&P 500 index.

It is very important that investors understand what they own, and that they invest with us for the right reasons. This website has been designed to inform you about our philosophy and the ways we implement that philosophy. I hope you find this information helpful. Please contact us if you have any questions.

Thank you for your interest,
Randy Kurtz