Rezny Wealth Management, Inc.

Rezny Wealth Management serves primarily individual clients, including high-net-worth households, and also provides advisory services to pension/profit-sharing arrangements and trustee-directed ERISA plans. The firm offers discretionary portfolio management and integrated financial planning for clients who enter an advisory relationship, and it will, in limited circumstances, advise on annuity sub-accounts or rollovers when appropriate.

The firm uses an active, model-driven investment approach that combines quantitative and fundamental analysis through its Global Tactical Opportunity Portfolios (GTOP), with primary allocations to stocks, bonds, and exchange-traded funds across objective-based models (aggressive growth, growth, balanced, balanced income, or customized). Portfolio positions are reviewed daily and managed on a discretionary basis with an emphasis on tactical adjustments and prudent risk management.

Rezny is notable for its scale relative to its advisory team: it manages over $500 million in discretionary assets, resulting in materially higher AUM per advisor than is typical among team firms. It operates as a fee-only registered investment advisor, provides planning as part of the advisory relationship, and documents trustee-level and annuity-subaccount advisory capabilities that some comparable firms do not routinely offer.