MANAGEMENT
ROTH INVEST provides services to private clients ranging from wealth management to pension advisory.
Our collective institutional experience has helped us hone our methods in choosing securities, selecting managers and reducing risk.
The expertise we provide to our private clients comes with similar management techniques as those used in managing the largest pension funds.
As a result, we have portfolio management techniques which use every new development in modern finance.
ASSET MANAGEMENT
We understand the importance of effectively managing assets to ensure their growth and sustainability.Our asset management serivces includes:
PORTFOLIO ANALYSIS
Comprehensive analysis to understand and optimize your asset portfolio
ASSET ALLOCATION
Strategic distribution of asset balance risk and return.
PERFORMANCE MONITORING
Reglur reviews to ensure assets are performing optimally./p>
TAILORED STRATEGIES
Custom strategies designed to meet specific investment objectives.
HOW WE COLLABORATE
ROTH INVEST operates through multilateral relationships with clients and custodian banks.
Our independence means we can manage your assets with the bank of your choosing.
We have cultivated professional relationships with first class specialists around the world, that today make up our network of strategic partners. Through this partnership our clients can access the best financial, legal and fiduciary resources.
ROTH INVEST
INDEPENDENCE
In choosing the custodian bank.
In choosing investments.
INSTITUTIONAL EXPERIENCE
You benefit from the knowledge and tools we utilise for our institutional clients, such as:
- Asset management and risk management tools
- In-depth research and knowledge of investment funds
- Detailed knowledge of employee retirement plans
PERFORMANCE COMPENSATION
ROTH INVEST has the same interests as its clients.
Our performance-based compensation uses the "High Water Mark" principle to reduce risk.
A STABLE CLIENT RELATIONSHIP
At ROTH INVEST, we believe that the quality of client relationship is paramount:
- Your personal contact and manager are the same person, which ensures total accountability
- ROTH INVEST investments’ equity is owned by the management, which leads to enhanced service and commitment
- Our structure leads to longevity of tenure and your manager shall accompany you during the passage of your investment