Management Philosophy: Limit downside risk and provide clients a reasonable rate of return over a market cycle.
With over five decades of combined money management experience in South Texas, you can be sure that Walter and Anthony Reyna have seen it all. This father-son pair built and developed Walter J. Reyna Inc. on the importance of hard work and strategic planning and continue to implement these core values in their business today.
The Reynas believe that wealth creation and protection are the result of exceptional planning, not luck.
“You will always find us sitting on the same side of the table as our clients when we develop a tailored strategy to help meet their financial needs.”
– Walter J. Reyna
I am an investment adviser representative of Walter J. Reyna, Inc. , an investment advisory firm that is not an affiliate of Lincoln Financial Securities Corporation (“LFS”).
I am solely licensed as a registered representative of LFS and am not licensed as an investment adviser representative of LFS. As such, I am only licensed and qualified to act in a broker-dealer capacity regarding the advice and recommendations I may provide to you through LFS. Please see LFS’ Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other matters. LFS’ Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.