As a Registered Investment Advisor (RIA), Rosman Asset Management, LLC is held to a higher standard of conduct than brokers or licensed representatives. RIAs have a fiduciary responsibility towards their clients and by law must ensure that every investment recommendation is in the client’s best interest.
Rosman Asset Management, LLC is purposefully structured to give our clients unbiased information about the performance of their investments. Fidelity serves as third party custodian of all assets under management and clients have online access to account information 24/7. Fidelity retains all valuation, cost basis and record keeping responsibility but is not involved in any investment decisions. This allows Rosman Asset Management, LLC to actively manage your portfolio with transparency.