Paladin Research Report For:

R. Jeff Green

Rightway Investments, PLLC

7 Thorn Berry Place
The Woodlands, TX 77381

About R. Jeff Green

At RightWay Investments, PLLC, we provide a different standard in investing: Many investors place their trust and life's savings with Wall Street mutual fund managers. But Wall Street will speculate and gamble with their clients money by constantly trying to predict the future by stock picking, market timing and track record investing. Academic research has conclusively proven that this is a failing strategy that destroys the hard-earned life's savings of every-day Americans. As a Registered Investment Advisor, we will never speculate with our client's savings. The portfolio we use is based on decades of published, peer-reviewed academic research from the top universities in the country. We use Matson Money's globally diversified mutual fund investment portfolio that has holdings in 81 countries, with over 21,000 different stocks and bonds in 22 asset classes. This allows investors to enjoy the safety that diversification brings and maximize their average rate of return. This is what we call an efficient portfolio. All of our investment portfolios adhere to the Modern Portfolio Theory, the Efficient Market Theory, and the Three-Factor Model. We are here to help investors pursue long-term results using the Matson Method. With cutting-edge coaching technologies, we help investors stay disciplined throughout their lifetime. Our portfolios are GIPS audited. Can your current advisor say the same?

Also note we can work with 401(k)'s and 403(b)'s. It is not uncommon for an American household to have more than half of their assets in retirement accounts, but the reality is many 401(k) and 403(b) holders may not know that professional advice on these accounts is an option. Studies show that professionally managed accounts generate 3-4% higher returns per year, net of fees, compared to self-managed accounts. With this program, we can view, analyze, restructure, rebalance and monitor held away assets.

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General Information

Firm Start Year
  • 2013
No. of Employees
  • 2-4


Qualifications & Membership

Compensation and Fees


N/A - Business
  • St Cloud State University
    1977 -2000

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures,-PLLC-detailed-disclosure.html


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