Personalized Investment Advice
We will listen carefully to your story, and to your goals. Then we will apply our strongest portfolio ideas to your unique situation, giving you a profoundly different and much higher level confidence in your unique financial plan.
Independent – So Your Interests Come First
When you choose a Registered Independent Advisor like Ross Asset Advisors, you are taking an important step away from the world of Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, and the like. As an independent advisor, we serve no master other than our clients. You will see and feel the difference.
Fee-Only – No Commissions
We have never, and will never, receive a single dollar in commissions from any financial services firm. You will never hear us talking about front-end or back-end loads because we avoid those products entirely. ”Fee-Only” means that we are paid exclusively by you, our clients, ensuring that we serve only you.
Clear Communication
Our clients sleep well during market tumult because our portfolios rely on high-quality, high-yield fixed income and have little or no exposure to equities. Nevertheless, we are available to you at all times when you have questions or concerns. When you want answers, we are always available by cell phone or email.
Focus on Your Goals
Most clients want income to support their lifestyle: either now, or later when they retire. Whatever your goals, we exist only to help you achieve them.