ROSE CITY INVESTMENT CONSULTING LLC

Overview

Rose City Investment Consulting LLC is a small, owner-operated limited liability company that provides fee-based financial planning rather than acting as a traditional discretionary asset manager. The firm’s documented advisory activity centers on financial planning services and it bills clients on a fixed-fee basis. It is not positioned as a capital allocator or pension consultant and is not flagged as an active ESG investor. Given the firm’s profile—individual owner type and an “unclassified” regulatory classification—Rose City Investment Consulting appears to function primarily in an advisory and planning capacity. That implies the firm is more likely to deliver cash-flow modeling, retirement and tax-aware planning, and third-party manager or custodian recommendations, instead of running in-house model portfolios, direct manager-of-managers programs, or proprietary investment products.

Assets & Accounts

Location & Offices