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

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

Ruesoff Asset Management provides discretionary asset management and related portfolio services to individuals, high‑net‑worth persons, trusts, estates and business entities, documenting goals and constraints through client profiles and investment agreements. Like most independent firms, it charges advisory fees based on assets under management and performs ongoing portfolio monitoring and rebalancing. The firm employs a mix of fundamental, technical, charting and cyclical analysis and implements strategies that range from long‑term holdings to short‑term trading and option writing; client accounts are reviewed at least quarterly. Ruesoff explicitly offers an options overlay and uses derivatives and margin within separately managed accounts, and it utilizes custodians (including Interactive Brokers and Charles Schwab) capable of handling active and derivative trading. Noteworthy for a firm of its size and age (founded in 2022 with advisory services beginning in 2023 and roughly $38 million in AUM), Ruesoff’s documented use of derivatives and an options overlay in SMAs is uncommon among independent advisors. Additional operational features that may affect clients include direct fee deduction by custodians and a policy of not voting client proxies unless specifically requested.

To learn more about the advisors currently working at Ruesoff 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.