Talk to Us
Getting a second opinion on your financial plan is easy – and it may well be the most important thing you do this year.
Reach out via email or phone 213-479-2879, and you’ll have the opportunity to speak with President Brendan Ross.
The Ross Asset Advisors Process
Talk With Brendan. This is your chance to ask questions and learn more about what we do for our clients. If you are in the Los Angeles area, you have the option of meeting us in person, or we can use the phone if you prefer.
Test Drive Your New Portfolio. If you enjoy your discussion and want to take the next step, we will put together a new portfolio designed around your needs and goals.
Keep Asking Questions. You will have more questions on many different topics. We’ll answer those as best we can.
Come Aboard. Once your questions are answered to your satisfaction, and if you would like to become a client, we make the process easy with prepared paperwork delivered to your door.
Access Your Accounts. Your assets will be held at Fidelity, so online access to your money is simple and straightforward.
We look forward to hearing from you.