A complete list of active advisors currently associated with Rohr Capital Management

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

Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning to individual and small business clients. Offerings include custom portfolio management, comprehensive written financial plans, and project- or hourly-based financial planning consulting. The firm employs a tactical allocation approach using exchange-listed securities, mutual funds and occasional individual stock recommendations, and draws on fundamental, technical and cyclical analysis; it may use cash positions as a hedge and rebalances to address sector or dividend objectives. Accounts are managed on a discretionary basis and the firm states it acts as a fiduciary with respect to retirement accounts. The brochure discloses that the firm’s principal is licensed as an insurance agent and also operates an accounting/tax-preparation business, both of which are disclosed as potential sources of additional compensation and conflicts of interest. The firm also discloses prior customer complaints involving the principal and describes its small-firm operating model and reliance on outside research, which are material operational considerations relative to many peers.

To learn more about the advisors currently working at Rohr Capital Management, 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.