ROLAND, CRISS INVESTMENT RESEARCH, LLC

Overview

Roland, Criss Investment Research, LLC is a U.S.-based limited liability company that appears to operate as an advisory and research shop rather than a traditional discretionary asset manager. The firm lists pension consulting services and educational seminars/workshops among its advisory activities, which suggests its work is oriented toward plan-level consulting and adviser education rather than day-to-day portfolio management. Fee arrangements are non-transactional: the firm uses hourly fees, fixed fees and other project-based billing, consistent with a consultant or research-provider model. The firm is classified as unclassified in available records and is owned as a domestic entity with individual ownership. It is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser in the dataset provided. SEC registration year is not available in the materials reviewed.

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Location & Offices