Roth Asset Management

Roth Asset Management (RAM) specializes in providing discretionary portfolio management services and investment consulting to a diverse clientele, including individuals, families, foundations, and institutional investors. The firm operates in the financial services market, focusing on developing efficient and prudent processes for plan sponsors to address investment-related challenges in retirement plans. RAM's business model revolves around offering tailored investment strategies and ongoing oversight to ensure effective management of clients' portfolios. By dedicating substantial resources to these processes, RAM helps plan trustees manage oversight functions and provides guidance to ensure the long-term success of their investment plans. The company generates revenue through management fees and consulting services, catering to both individual and institutional clients seeking expert financial advice and portfolio management.

Keywords: portfolio management, investment consulting, institutional investors, retirement plans, financial services, plan sponsors, oversight, guidance, management fees, consulting services.