Peoria, AZ North 117th Drive Office

Emro Asset Management is a single‑advisor registered investment adviser that provides discretionary portfolio management and financial planning to a very small group of individual clients, with an emphasis on high‑net‑worth relationships; the firm reports managing roughly $8 million across eight client accounts. It prepares an Investment Policy Statement for each client and implements asset allocation, security selection, and ongoing portfolio monitoring tailored to client goals and risk tolerance.

The firm’s investment process draws on multiple analysis methods — including fundamental, technical, charting, and cyclical analysis — and it employs a range of strategies from long‑term investing to short‑term trading, short sales, margin transactions, and options writing. The sole advisor conducts monthly account reviews, seeks written discretionary authority for trading, and uses a national custodian for account custody and reporting.

What is distinctive for a firm of this size is an affiliation with a law practice: the principal is also a practicing attorney and may, from time to time, offer legal advice or products separate from advisory services, a relationship disclosed as a potential conflict of interest. The firm also offers performance‑based fee arrangements for qualified investors while managing traditional asset‑based accounts, and the brochure describes policies intended to address the conflicts that can arise from managing both fee types and from concentrated, active trading strategies.