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 professional 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.

Fortify your financial well-being with expert care and attention

Get on the path to attaining 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 involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal. Diversification and asset allocation strategies do not assure profit or protect against loss.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Rose City Financial. Cambridge and Rose City Financial are not affiliated. Cambridge does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VT, VA. No offers may be made or accepted from any resident outside the specific states referenced.