Roth Asset Management, Inc. (RAM) is a SEC registered investment advisor founded in 2003. RAM provides investment advisory services to both individual and institutional clients located in Oregon and Washington from its office in Lake Oswego, OR. Discretionary portfolio management services to individuals, families, foundations, and institutional investors.
Investment consulting services to institutional investors including 401(k) plans, foundations, defined benefit plans, and health & welfare trusts. Roth Asset Management, Inc. may not transact business in states where it is not appropriately registered, or excluded or exempted from registration.
Investment consulting services to institutional investors including 401(k) plans, foundations, defined benefit plans, and health & welfare trusts. Roth Asset Management, Inc. may not transact business in states where it is not appropriately registered, or excluded or exempted from registration.
Services
Mr. Roth brings over 25 years of investment industry experience working with both individual and institutional clients. Before founding RAM, he spent 12 years with a major institutional money manager located in the Pacific Northwest. Steve began his career working for a national brokerage firm in Portland for 7 years before leaving to earn his masters degree.
RAM devotes substantial resources towards developing an efficient, effective, and prudent process for plan sponsors to handle the investment related issues facing their retirement plans. Once in place, we take responsibility to drive that process on an ongoing basis and help manage the oversight function while providing guidance to plan trustees.
RAM provides both discretionary portfolio management and traditional investment consulting services to our institutional clients. Institutional investors include Trustee directed investment funds (such as defined benefit plans, profit sharing plans, and health & welfare trusts) and other pooled investment funds (such as foundations, trusts, corporate reserves, and other long term asset portfolios).
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