ROCHE ASSET MANAGEMENT, LLC

Overview

Roche Asset Management, LLC is a small, fee-based advisory firm that manages concentrated equity-oriented portfolios for individuals, families and small businesses. The firm acts as a registered representative of a broker‑dealer and provides discretionary portfolio management, charging a percentage of assets under management. Investment posture is equity-first: the firm favors exchange‑traded equities for core exposure and uses other public and private vehicles as satellites. Client services focus on straightforward portfolio construction, trading flexibility and access to third‑party alternative managers when an investor mandate calls for non‑core exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices