A complete list of active advisors currently associated with Roads Capital LLC

Warmer can help you find a great advisor at Roads Capital LLC or one who fits your needs even better.

Roads Capital LLC provides discretionary portfolio management for individual, separately managed accounts and charges fees based on a percentage of assets under management. The firm manages roughly $6.15 million across 27 client accounts and generally requires a $50,000 minimum that may be waived in select situations. The firm follows a value-oriented, fundamental analysis process that emphasizes financial-statement review and purchases of quality companies at perceived attractive valuations, typically resulting in relatively concentrated equity portfolios rather than broad diversification. Portfolios do not use margin or options, may include equities, fixed income, mutual funds, and cash, and are reviewed at least weekly with investment discretion exercised within previously established client guidelines. Distinctive characteristics include a sole owner/practitioner who holds the CFA designation, has prior portfolio and money-market fund management experience with a large asset manager, and also maintains academic and nonprofit ministry roles. The firm directs all custody and trading to a single broker-dealer (Charles Schwab), describes that relationship as a soft-dollar arrangement, deducts advisory fees directly from client accounts (constructive custody), and notes that directed brokerage can, in some cases, limit the ability to achieve best execution.

To learn more about the advisors currently working at Roads Capital 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.