ROSCI LAMB, LLC

Overview

Rosci Lamb, LLC is an independent registered investment adviser that serves high-net-worth individuals and families with a mix of financial planning and portfolio management. The firm tilts toward equity exposure, using exchange-traded equities as the primary building block of client portfolios while blending in mutual funds and third‑party alternative fund managers where appropriate. Rosci Lamb operates both discretionary and non‑discretionary mandates and charges clients via a combination of asset‑based fees, hourly work, and fixed fees. The firm does not position itself as a capital allocator and is not active in ESG investing.

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