A complete list of active advisors currently associated with Roxie Webb Securities Management,Inc.

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

Roxie Webb Securities Management, Inc. is an SEC-registered, fee-based investment adviser that provides discretionary portfolio management and investment advice to individuals, trusts, retirement accounts, corporations, and foundations. The firm focuses on conservative, securities-based solutions including individual stocks, bonds, municipal securities, closed-end funds, certificates of deposit, options, and U.S. Treasury securities. RWSMI employs a conservative investment approach with three primary strategies—growth, growth with income, and income—using both fundamental and technical analysis and tailoring portfolios through client questionnaires and periodic suitability reviews. The firm operates on a fee-only model, does not use performance-based fees or commission products, and directs custodial and execution services through a single qualified custodian. Compared with many peers, the firm’s reported client base does not include high-net-worth individuals and all advisory assets are managed on a discretionary basis. The adviser is relatively small and closely managed, with a two-advisor leadership structure where principals mutually supervise one another, a written business continuity plan, and an operational arrangement to advise and deduct fees for a private foundation for which it serves as investment adviser.

To learn more about the advisors currently working at Roxie Webb Securities 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.