A complete list of active advisors currently associated with Roda Investment Management, LLC

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

Roda Investment Management, LLC provides personalized, fee-only investment management to individuals, trusts, retirement and profit‑sharing plans, charitable organizations, and business entities, managing roughly $25 million across about 80 client relationships. Like many peers, the firm charges asset-based fees and delivers discretionary portfolio management rather than comprehensive financial planning. The firm implements strategic asset allocation through direct ownership of individual equities, fixed income and exchange-traded funds, using fundamental analysis that emphasizes free cash flow and book value with technical analysis as a supplement. Portfolios are globally diversified and, when appropriate, the adviser may employ margin and option-writing strategies (including covered calls and puts) to generate income or manage risk. Noteworthy features include an owner-operated structure with a single majority owner and a history dating back to 2006, an explicit refusal to accept commissions or third‑party remuneration, and a practice of leaving proxy voting to clients (custodians send proxies directly). The brochure also discloses receipt of custodial software and support from a major custodian and describes quarterly personal‑trading and trade‑allocation reviews to address the related conflicts of interest.

To learn more about the advisors currently working at Roda Investment 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.