R.O.I.

Overview

R.O.I. is an independent, privately owned registered investment adviser organized as a corporation and operated by an individual owner. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. R.O.I. is not an active ESG investor, does not act as a capital allocator or pension consultant, and is not identified as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices