In life it often happens that the answers to our most pressing questions are right in our own backyards. Although today is a world of standardized "one size fits all" type portfolios designed by parties who do not know the individuals or families they serve, we feel that approach is not appropriate for most people.
That's why Rossi & Associates is truly independent without any proprietary pressure "from upstairs" to recommend investments & plans that may not be suitable. Though we do have the flexibility and freedom in designing a due diligence process that works for you and your plan, there is one strategy that clearly won't work: chasing investment performance without regard to balance, diversification and risk.
That's why Rossi & Associates is truly independent without any proprietary pressure "from upstairs" to recommend investments & plans that may not be suitable. Though we do have the flexibility and freedom in designing a due diligence process that works for you and your plan, there is one strategy that clearly won't work: chasing investment performance without regard to balance, diversification and risk.
Services
At Rossi and Associates we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.This is the objectivity afforded by working with an independent financial consultant.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.This is the objectivity afforded by working with an independent financial consultant.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. Our goal is not to give good service: it is to give memorable service. This is why all of our staff members, from the newest to the most senior, undergo additional service training every week!
There is a tendency by many individuals, and for that matter, their trusted investment advisors, to try to predict the market based on what they've seen on tv or the internet. A due diligence process of constantly shifting between managers or funds won't work for a number of reasons. For starters, it can be expensive, time consuming, and difficult to consistently apply.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
No financial advisor can control the markets or the economy, and we will never promise that we can. What we can control is the level of service that each and every client of Rossi & Associates receives. We can promise that our staff strives towards a flawless level of client satisfaction and will do, every day, whatever it takes to achieve that goal.
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