Roach Investment Services

Overview

Roach Investment Services operates as an independent, sole-proprietorship RIA focused on individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Compensation is flexible — percentage-of-AUM arrangements sit alongside hourly and fixed-fee engagements. The firm also conducts other financial product sales. Roach Investment Services is not positioned as an ESG-focused manager, is not multi-state registered, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives