A complete list of active advisors currently associated with De Rosa Asset Management, LLC

Warmer can help you find a great advisor at De Rosa Asset Management, LLC or one who fits your needs even better.

De Rosa Asset Management provides discretionary investment management primarily to individual clients and also to trusts, estates, corporations and other entities, including institutional accounts. The firm operates as a single-advisor practice managing roughly $50 million across a small number of client relationships. The firm dynamically allocates client assets mainly through exchange-traded funds, including outcome-oriented Buffer ETFs, and uses technical analysis, relative strength, and momentum signals to shift exposure between equities and cash. Some accounts are managed via proprietary model portfolios and the adviser continuously monitors positions and accepts reasonable client restrictions where practicable. Noteworthy for a firm of its size, De Rosa offers performance-based fee arrangements to qualified clients and requires client certification of eligibility, with the first performance fee for a given account calculated at year‑end regardless of when management began. The firm also treats cash as an active investment decision—including holding cash for extended periods and including cash in valuation—and discloses the conflicts that performance fees and similar arrangements can create along with procedures intended to address them.

To learn more about the advisors currently working at De Rosa Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.