R.O.S. Asset Management

Overview

R.O.S. Asset Management is a single-owner, independent registered investment advisor organized as a sole proprietorship. The firm serves individual and family clients and focuses on fee-based portfolio management for individuals and small businesses. Its business model is AUM-fee driven and the adviser is not positioned as a capital allocator or a pension consultant. The firm does not report being an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives