ROSSI FINANCIAL GROUP

Overview

Rossi Financial Group is a small, independent registered investment adviser run as a sole proprietorship and structured to serve both individual and institutional clients. The firm operates primarily as a capital allocator, using third‑party managers alongside in‑house advice. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Rossi Financial Group is not positioned as an ESG investor and does not operate as a multi‑state adviser. Investment preference tilts toward equities as the core allocation, supplemented by external alternative managers for more specialized exposures. The firm charges fees both as a percentage of assets under management and via fixed fees, reflecting flexibility for different client engagements. Rossi Financial Group is also affiliated with real estate brokerage activity, which aligns with some of its non‑traditional investment allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices