R.O.S. Asset Management

Overview

R.O.S. Asset Management is a sole-proprietorship advisory practice focused on portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and runs fully discretionary relationships, concentrating its client work on individually tailored SMAs rather than institutional mandates. Its stated investment preference is equities: exchange-traded securities form the core of client portfolios, supporting a bias toward liquid, marketable instruments and ETF wrappers. The adviser is not an active ESG investor and operates as a single-state, individually owned shop rather than a multi-state or pension consultant operation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices