Roda Investment Management, LLC

Overview

Roda Investment Management, LLC is an owner-operated advisory practice that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and runs a client base made up mostly of individual and family accounts. Investment posture skews toward equities as the primary return engine, delivered through exchange-traded vehicles and managed account structures. The firm does not position itself as an ESG investor and is not organized as a multi-state or pension consultant advisor. Service delivery appears centered on straightforward wealth management: building equity exposure for growth, supplementing with income and risk-management pieces, and using third-party products where appropriate (mutual funds, annuities). The business model is compact—single office, limited AUM—suggesting hands-on, personalized relationships with a modest roster of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices