ROI CAPITAL MANAGEMENT

Overview

Roi Capital Management operates as a limited liability company, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm engages in insurance brokerage activities, which complements its advisory services. While it does not classify itself as a capital allocator or a multi-state adviser, it does have a specific interest in alternative investments, including venture capital, private placements, real estate, and commodities. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices