A complete list of active advisors currently associated with Roscoe Capital Management, LLC
Warmer can help you find a great advisor at Roscoe Capital Management, LLC or one who fits your needs even better.
Roscoe Capital Management provides investment advisory and discretionary portfolio management services to individual and high-net-worth clients. The firm generally charges asset-based fees for portfolio management and also offers performance-based account arrangements for qualified or accredited investors. The firm employs a value-oriented, fundamental analysis approach, constructing portfolios of stocks and bonds and, where appropriate, using options for hedging or income generation. It prepares written investment guidelines tailored to clients’ objectives and typically manages accounts on a discretionary basis with regular monitoring and rebalancing. A distinctive feature of the firm is its periodic complimentary educational workshops on personal finance and retirement topics, offered to prospective and existing clients. With a small client roster and concentrated assets under management, the firm combines a value-investing focus with direct, advisor-led oversight of client accounts.
To learn more about the advisors currently working at Roscoe Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Myers, FL
| 12
|
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