A complete list of active advisors currently associated with Rostad Capital Management, Inc.

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

Rostad Capital Management provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients through its SmartBeta program, available both as a wrap fee offering and as a non-wrap supervisory service. Advice is delivered by advisory associates who gather client financial information, establish objectives, and recommend portfolios drawn from RCMI-approved mutual funds, ETFs, equities, fixed income and other securities. The firm’s advisors use a mix of analysis techniques — including fundamental, technical, quantitative and asset-allocation approaches — to tailor portfolios to each client’s objectives and risk tolerance. Accounts are typically managed on a non-discretionary basis, although the brochure discloses that discretionary management may be used in some circumstances. Noteworthy aspects of the firm include ownership and day-to-day operation by certified public accountants and an explicit affiliation with an accounting practice and a real estate entity, with advisory personnel who also provide tax, accounting and insurance services — relationships the firm discloses and describes steps to mitigate as conflicts of interest. RCMI’s role as sponsor and manager of its own wrap fee SmartBeta program is also emphasized in the brochure and is relatively uncommon for peers of its size.

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