Company Profile

The Roscoe Financial Advisory Company is a Registered Investment Adviser serving a limited clientele concerned with handling their investments in a prudent manner.  Our investment philosophy is founded on four key principles:  client needs, asset allocation, low cost implementation, and continuous portfolio management. 

Our Clientele

Common characteristics among our clientele are 1) a responsibility to manage investments prudently,  2) a long-term view of investment performance, and  3)  a desire to build a relationship with an investment professional. 

This last characteristic is key in that it allows us to fully understand our clients’ values, goals and concerns.

Setting Our Client’s Goals & Objectives

The critical job for the Roscoe Financial Advisory Company is to help define investment needs and objectives and then allocate the assets in a prudent manner to meet those needs and objectives.

The process first involves gathering and objectively analyzing data on each client’s overall financial situation.   A comprehensive understanding of each client’s time horizon, income requirements, tax situation,  risk tolerance and relative performance expectations is mandatory.  As such, we work to understand each client’s unique situation and adjust our approach accordingly.  The adaptability of our process to meet individual needs and objectives is the hallmark of the Roscoe Financial Advisory Company.

 

Investment Management

The Roscoe Financial Advisory Company knows that despite their stability in the long run, returns among assets can vary greatly during short periods of time.  This situation represents an opportunity for investors.  We use fundamental analysis to estimate relative valuations for the primary asset classes.  Attention to the relationships between inflation, interest rates and earnings yields are closely followed to aid us in determining potential under and over valued situations.

Asset Allocation

Fixed Income Management

Equity Management

 

Additional Information on Investment Management Services 

 

Coping with Investment Uncertainty

As professional investment advisers, our duty is to help you cope with uncertainty.  We do this by controlling risk.  A successful investment program does not necessarily require genius.  Simple, straightforward steps can be used to control risks and achieve more consistent returns. 

Diversification 

Laddering 

Balancing

Dollar Cost Averaging

Pure Investment Vehicles

Cut Expenses

Strategic Asset Allocation

 

Additional Information on Controlling Risk 

 

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