Deep Roots Capital

Deep Roots provides investment advice and asset management to individuals, high‑net‑worth clients, pension funds, endowments and businesses, and also offers financial consulting. Services described in the brochure include discretionary portfolio management using model portfolios, ongoing monitoring and rebalancing, and assistance with opening custodial accounts.

The firm’s investment process is grounded in fundamental analysis and uses three defined model strategies: a Market Portfolio with explicit tilts toward small‑cap and profitability factors, a low‑turnover Fundamental Values all‑cap strategy, and an AllSeasons macro balanced strategy that allocates by economic regime. Portfolios are managed on a discretionary basis, reviewed at least annually, and the adviser cites research sources such as Morningstar and Bloomberg while executing trades through Interactive Brokers or Charles Schwab.

Compared with typical solo independent advisers, Deep Roots’ brochure discloses management relationships with pension funds, endowments and businesses in addition to individual clients, and reports approximately $45.8 million across its managed accounts—an institutional client mix that is less common for a firm of this size. The combination of factor‑tilted indexing, extended low‑turnover value holdings and a macro AllSeasons approach, along with operational features such as standing letters of authorization and a custodial requirement, are notable governance and strategy details for prospective clients to consider.