Joshua Austin Rigden is the founder and serves as Investment Advisor Representative and Chief Compliance Officer of Rigden Capital Strategies. He holds the Certified Financial Planner designation and is registered to provide services in Colorado and Texas. Rigden has extensive industry credentials, having passed multiple industry exams including Series 7, 9, 10, 63, 66, and the Securities Industry Essentials (SIE) exam. His employment history includes Charles Schwab & Co. from January 2009 to September 2016, and various other financial services firms including Typher Financial Services, Alphamint Financial, and Risemint. He also operates Rigden Tax Strategies as a tax consultant since February 2017. There are no disclosure events such as criminal charges, disciplinary actions, or customer disputes reported for Joshua Rigden. The broader team includes experienced professionals with CFP, MBA, CIMA, and EA designations, providing comprehensive expertise in financial planning, investment management, and tax strategies.

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Rigden Capital Strategies utilizes index funds to construct the majority of the portfolio to give broad market exposure and keep costs down, which is a major driver of long-term performance. There is a place between passive and active management, which they call dynamic portfolio management. Their approach emphasizes broad market exposure through low-cost index funds for long-term growth, combined with strategic tilts—fundamental and dynamic—in both equity and fixed income allocations to enhance diversification and manage risk. Equity portfolios feature a core component benchmarked to the S&P 500, a fundamental indexing tilt for downside protection, and a dynamic tilt targeting specific sectors depending on market conditions. Fixed income portfolios prioritize investment grade bonds focused on income and preservation with duration tilts adjusted per economic environments, and dynamic tilts enhancing income or preservation based on market phases. Traditional investment approaches often prioritize diversification to a fault, leading to unnecessary complexity and diminished long-term performance. Rigden Capital Strategies takes a different approach by removing excessive asset classes that provide negligible diversification benefits but significantly impact returns.

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