A complete list of active advisors currently associated with Roof Eidam Maycock Peralta LLC

Warmer can help you find a great advisor at Roof Eidam Maycock Peralta LLC or one who fits your needs even better.

Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations and institutional clients, providing discretionary investment management, financial planning and retirement plan consulting. The firm offers portfolio construction, regular review meetings and quarterly performance reports as part of its ongoing advisory services. The firm manages all client assets in-house and builds customized portfolios and model allocations tailored to each client’s stated risk tolerance, using fundamental, technical and cyclical analysis and a mix of mutual funds, ETFs and individual securities. Portfolios may employ margin and options strategies (including covered and uncovered writing) and are reviewed at least annually, with more frequent contact available as client needs or market conditions warrant. Distinctively, REMP operates a wrap-fee program and manages client accounts exclusively on a wrap basis, with the firm covering trading costs for wrap clients—an arrangement that is uncommon among comparable team firms. The firm also discloses that its representatives hold insurance licenses and rebate any commissions against advisory fees, and it relies on custodial relationships with Schwab and LPL that provide technology, research and operational support.

To learn more about the advisors currently working at Roof Eidam Maycock Peralta 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.