A complete list of active advisors currently associated with Rose Valley Asset Management LLC

Warmer can help you find a great advisor at Rose Valley Asset Management LLC or one who fits your needs even better.

Rose Valley Asset Management LLC provides wealth management, investment management, financial planning and consulting services to individual clients, including high-net-worth households. The firm delivers ongoing portfolio management and prepares written Investment Policy Statements to guide recommendations tailored to each client's objectives. Investment decisions rely on a mix of fundamental and technical analysis within an asset-allocation framework, with portfolios monitored and reviewed at least quarterly and discretionary trading used where authorized. The firm regularly uses mutual funds and ETFs and may employ leveraged and inverse ETFs as part of its tactical strategy, with documented risks described in client materials. Distinctive features include managing roughly $99 million across about 70 clients, which corresponds with a relatively high account threshold and larger average account sizes than many peers. The firm also provides business-planning and transaction representation, detailed estate and elder-law/Medicaid planning work, requires pre-approval for IPOs and private placements under its Code of Ethics, and leaves proxy voting decisions to clients.

To learn more about the advisors currently working at Rose Valley Asset 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
Bruce Hunt	Media, PA	22

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