BIO

Professional Consulting

T. Rose & Associates, Inc. is a Registered Investment Advisor. As a Fiduciary, it is our fundamental obligation to act in the best interests of our clients and provide investment advice in their best interest. We provide fee-based asset management services to high net-worth investors and institutions. We do not invest in mutual funds or life insurance products. We specialize in constructing bespoke customized, tax-efficient stock & bond portfolios derived from painstaking fundamental analysis. We seek to pursue risk management and long-term total returns through investment strategies such as: global tactical asset allocation, asymmetrical investment selection,and non-linear hedging strategies. Each portfolio is built to suit the particular investment objectives, tax-sensitivities, and, risk profile of the individual client.

Specialties: Bespoke Fixed Income and Equity separate account asset management for discerning high net-worth individuals and institutions.