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rothasset.com

Welcome to Roth Asset Management, Inc.

Roth Asset Management provides investment consulting and discretionary portfolio management to 401(k) plan sponsors, individuals, and institutional investors.

http://www.rothasset.com/

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CONTACTS AT ROTHASSET.COM

Roth Asset Management, Inc.

Steve Roth

7077 N●●●●●●ill Rd

Bainbr●●●●●●Island , wa, 98110

US

1.20●●●●5550
st●●●@rothasset.com

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Roth Asset Management, Inc.

Steve Roth

7077 N●●●●●●ill Rd

Bainb●●●●●Islan , wa, 98110

US

1.20●●●●5550
st●●●@rothasset.com

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Welcome to Roth Asset Management, Inc. | rothasset.com Reviews

https://rothasset.com

Roth Asset Management provides investment consulting and discretionary portfolio management to 401(k) plan sponsors, individuals, and institutional investors.

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rothasset.com rothasset.com
1

Contact Roth Asset Management

http://www.rothasset.com/inst.html

Roth Asset Management, Inc. Phone: 206.780.5550. RAM provides both discretionary portfolio management and traditional investment consulting services to our institutional clients. Institutional investors include Trustee directed investment funds (such as defined benefit plans, profit sharing plans, and health and welfare trusts) and other pooled investment funds (such as foundations, trusts, corporate reserves, and other long term asset portfolios).

2

Welcome to Roth Asset Management, Inc.

http://www.rothasset.com/index.html

Roth Asset Management, Inc. Phone: 206.780.5550. Roth Asset Management, Inc. (RAM) is a SEC registered investment advisor founded in 2003. RAM provides investment advisory services to both individual and institutional clients located in Oregon and Washington from its office on Bainbridge Island, WA. RAM is focused on two areas:. Discretionary portfolio management services to individuals, families, foundations, and institutional investors.

3

Investment Advisory Services for Individuals

http://www.rothasset.com/indiv.html

Roth Asset Management, Inc. Phone: 206.780.5550. Get your portfolio correctly allocated. See that it is properly diversified. Put the assets in strong hands. Maintain steady but active oversight. Actively managed mutual funds. Exchange traded funds (ETFs). RAM has established a base equity portfolio mix that is market weighted and balanced by style. The base portfolio will be adjusted to reflect current market conditions and client objectives. Fixed Income Portfolio Construction. Quarterly report from RAM.

4

Investment Consulting for 401k Plan Sponsors

http://www.rothasset.com/401k.html

Roth Asset Management, Inc. Phone: 206.780.5550. Investment Consulting - 401(k) Plans. RAM devotes substantial resources towards developing an efficient, effective, and prudent process for plan sponsors to handle the investment related issues facing their retirement plans. Once in place, we take responsibility to drive that process on an ongoing basis and help manage the oversight function while providing guidance to plan trustees. RAM's overall objective is to:. A defines fund selection criteria.

5

About Roth Asset Management, Inc.

http://www.rothasset.com/about.html

Roth Asset Management, Inc. Phone: 206.780.5550. Steven B. Roth, President. To contact Steve, email steve@rothasset.com.

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Welcome to Roth Asset Management, Inc.

Roth Asset Management, Inc. Phone: 206.780.5550. Roth Asset Management, Inc. (RAM) is a SEC registered investment advisor founded in 2003. RAM provides investment advisory services to both individual and institutional clients located in Oregon and Washington from its office on Bainbridge Island, WA. RAM is focused on two areas:. Discretionary portfolio management services to individuals, families, foundations, and institutional investors.

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