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

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

Rosasharn Investment Management, LLC is a small, registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and small businesses through separately managed accounts. The firm generally implements tailored managed-account solutions and discloses that its portfolio services are delivered through its stated long/short equity and global macro strategies. The firm combines fundamental analysis with technical stage analysis across those strategies and may invest across market capitalizations and global markets, using instruments that include equities, fixed income, currencies, commodities, and related derivatives. Time horizons are strategy-dependent, with the global macro activity typically shorter-term and the long/short equity work targeting multi-year holds; the firm also discloses potential use of leverage and derivatives in client accounts. What is distinctive for this adviser compared with most independent peers is its use of performance-based compensation for qualified clients and its explicit use of derivatives within separately managed accounts—both practices that the brochure notes are uncommon among similar firms. The brochure also discloses that the firm manages roughly $2.17 million in client assets and that the firm’s managing member maintains a separate gaming-consulting business, reporting that he spends a substantial portion of his working hours in that other business.

To learn more about the advisors currently working at Rosasharn 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.