Rosman Asset Management, LLC

Overview

Rosman Asset Management, LLC is an independent registered investment adviser that manages portfolios for individuals and families, with a focus on financial planning and direct portfolio management for individual and small business clients. The firm charges a mix of percentage-of-assets and hourly fees, reflecting a blend of ongoing advisory relationships and project-based planning engagements. Investment activity centers on equity exposure, with a clear preference for exchange-traded securities. That equity emphasis is supported by separately managed account (SMA) implementations and active custody with an electronic broker, indicating an operational setup suited to frequent trading, tax-aware trading strategies, and direct holdings. The firm does not position itself as an ESG-focused investor and is not structured as a multi-state or pension consultant adviser. Rosman supplements its equity core with access to external alternative strategies—primarily hedge funds and private placements—used selectively for clients who qualify for less liquid, higher-return-seeking allocations. Traditional mutual funds and corporate debt instruments are also part of the toolkit for diversification, income, and liability-matching needs.

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Location & Offices