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V
8 几个月前

I have been investing with Rosman asset management...

I have been investing with Rosman asset management for a few years now and I have been consistently impressed with their performance. The team is experienced, professional, and always provides timely advice. They have helped me grow my portfolio significantly. I highly recommend their services to anyone seeking reliable investment management.

A
9 几个月前

I recently started investing in the financial mark...

I recently started investing in the financial market and came across Rosman asset management. They have been providing me with valuable insights and guidance which has greatly helped me in making informed investment decisions. The team is knowledgeable and responsive. I highly recommend them for anyone interested in investment management.

S
1年以前

I have been investing with Rosman asset management...

I have been investing with Rosman asset management for over a year now and I must say that their service has been nothing short of excellent. They have a professional team that is always available to address any concerns or questions that I may have. The returns on my investments have been consistently great and I am very satisfied with their performance. I highly recommend Rosman asset management to anyone looking for a reliable investment firm.

T
1年以前

The dedication and professionalism of the Rosman a...

The dedication and professionalism of the Rosman asset management team are commendable. I have been investing with them for several years and have been consistently impressed with their performance. The team always goes the extra mile to ensure that my investments are well-managed. I am extremely satisfied with their service and would highly recommend them.

T
1年以前

👍 Rosman asset management has exceeded my expectat...

👍 Rosman asset management has exceeded my expectations with their expertise and personalized approach. The team not only considers my financial goals but also takes into account my risk tolerance. They have consistently delivered returns that have surpassed industry benchmarks. I am impressed and grateful for their exceptional service.

T
1年以前

As an experienced investor, I have worked with var...

As an experienced investor, I have worked with various asset management firms over the years. Rosman asset management stands out due to their commitment to client satisfaction and exceptional returns. Their team has a deep understanding of the market and provides timely advice. I have recommended them to several friends and colleagues who have also had positive experiences.

J
1年以前

I have had a positive experience with Rosman asset...

I have had a positive experience with Rosman asset management. Their team is knowledgeable, responsive, and always provides updates on my investments. I appreciate their proactive approach and their ability to adapt to changing market conditions. I would recommend them without hesitation.

H
1年以前

👍 Highly satisfied with the services provided by R...

👍 Highly satisfied with the services provided by Rosman asset management. They have been managing my investments for the past few years and I have seen significant growth in my portfolio. The team is professional and always ready to assist. I feel confident in their expertise and would definitely recommend them to others.

M
1年以前

I have been investing my savings with an assortmen...

I have been investing my savings with an assortment of investment firms, but none have matched the level of service provided by Rosman asset management. They have consistently delivered great results and their customer support has been exceptional. The team truly cares about their clients' financial goals and is always available to answer any questions or concerns.

关于Rosman asset management

Rosman Asset Management:伍德兰兹和休斯顿的顶级财务顾问

Rosman Asset Mgt, LLC 是领先的财务顾问,27 年来一直为伍德兰兹和休斯顿的客户提供一流的投资管理服务。 Rosman Asset Management 拥有一支经验丰富的专业团队,在交付卓越成果和帮助客户实现财务目标方面享有盛誉。

在罗斯曼资产管理公司,我们了解每个客户都是独一无二的,具有不同的投资目标和风险承受能力。这就是为什么我们花时间亲自了解我们的客户,以便我们可以调整我们的投资策略以满足他们的特定需求。我们的目标是帮助我们的客户长期积累财富,同时将风险降至最低。

我们的投资理念

在 Rosman Asset Management,我们相信采取有纪律的投资方法。我们结合使用基本面分析和技术分析来识别具有强劲增长潜力的被低估的证券。我们在做出投资决策时也密切关注宏观经济趋势和市场状况。

我们通过投资具有强劲基本面的优质股票来定位我们的投资组合以实现长期增长。我们还对不同行业和资产类别进行多元化投资,以最大限度地降低风险。多年来,我们对优质投资的关注帮助我们实现了稳定的回报。

我们的服务

Rosman Asset Management 提供广泛的投资管理服务,旨在满足个人投资者和机构客户的需求。我们的服务包括:

1) 投资组合管理:我们提供定制的投资组合管理解决方案,专门针对每个客户的独特需求量身定制。

2) 退休规划:我们根据客户当前的财务状况和未来目标制定个性化策略,帮助他们规划退休生活。

3) 遗产规划:我们与客户的律师和税务顾问密切合作,制定全面的遗产规划,最大限度地减少税收,同时确保资产按照他们的意愿分配。

4) 节税投资:我们采用节税策略,旨在最大限度地减少资本利得税和收入税。

5) 风险管理:我们使用多种风险管理技术来尽量减少市场波动对我们客户投资组合的影响。

我们的队伍

在 Rosman Asset Management,我们拥有一支经验丰富的专业团队,他们在金融、会计和经济学方面拥有不同的背景。我们的团队包括:

1) David Rosman,CFA:创始人兼首席投资官。 David 拥有超过 30 年的投资管理经验,是一名特许金融分析师 (CFA)。

2)迈克尔罗斯曼:总统。迈克尔在金融服务领域拥有超过 20 年的经验,负责监督公司的日常运营。

3)詹妮弗·史密斯:副总裁。 Jennifer 拥有超过 15 年的投资管理经验,负责投资组合构建和分析。

4) John Doe:高级投资组合经理。约翰拥有超过10年的投资管理经验,擅长股票研究。

我们对卓越的承诺

在罗斯曼资产管理公司,我们致力于为我们的客户提供卓越的成果。我们相信我们的成功取决于客户的成功,这就是为什么我们始终将他们的需求放在首位。我们致力于提供个性化的服务、透明的沟通和公正的建议。

我们还认为,教育是成功投资的关键。这就是我们定期提供市场状况更新以及旨在帮助我们的客户做出明智的投资决策的教育资源的原因。

结论

如果您正在伍德兰兹或休斯顿地区寻找顶级财务顾问,罗斯曼资产管理公司就是您的最佳选择。我们拥有超过 27 年为个人投资者和机构客户管理投资的经验,拥有实现财务目标所需的专业知识。立即联系我们,详细了解我们如何帮助您积累财富,同时将风险降至最低!

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Rosman asset management

Rosman asset management

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