Asset Management


Empower your financial goals with customized portfolio management


You’re busy. And as much as you want to, you can’t find time to manage your investment portfolio on a consistent basis. In fact, you’d prefer to have a dedicated expert perform this crucial function for you and let you know, pronto, when it’s time to make an adjustment.

 

When you engage Rose City Financial, your investment portfolio is under professional supervision. You get the sound judgment you expect and watchful diligence you seek. Plus you:

 

  • Gain access to a wide range of high-quality investment choices to help you achieve your goals.

  • Economically adjust your managed asset portfolio in response to changing conditions because you have no upfront transaction fees.

  • Simplify your life and save time by allowing Andrew to work with your accountant and attorney to ensure all prudent tax and legal strategies are designed to conserve your wealth.


To deepen your understanding and awareness, you meet with Andrew annually to review your portfolio, strategy and objectives, as well as discuss market and economic trends and outlooks. Along with 24/7 online access to your portfolio you also receive monthly statements.


Assets Under Management (Tiered)

Fee

$25,000 - $249,999

1.50%

$250,000 - $499,999

1.35%

$500,000 - $999,999

1.25%

$1 Million+

1.00%


Fortify your financial well-being with expert care and attention

 

Attain your goals and alleviate the stress and time-pressure of monitoring your portfolio on your own. Email or call Andrew at 860-383-6044 to schedule your free, no-obligation financial evaluation today!

 

Investing in securities (including the models advertised herein) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. Cambridge does not provide tax or legal advice.

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  • Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rose City Financial Services, LLC and Cambridge are not affiliated. Diversification and asset allocation strategies do not assure profit or protect against loss. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VA, VT, WY.  No offers may be made or accepted from any resident outside the specific states referenced.