| Advisor Profile |
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| Name: |
Brendan Ross |
| Phone Number: |
(818) 495-4914 |
| Website: |
Visit Website
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Business Description |
ACTING AS YOUR PERSONAL CFO, we are here to ensure that you make sound investment decisions and achieve your financial goals. We specialize in index investing and charge low, fixed-fees for portfolios of any size.
The RossAsset website contains a selection of articles on active vs index investing. Our goal is to make index investing concepts easy for smart people to understand, so it’s casually written but full of data-driven proof points.
Our fixed-fee model stems from the philosophy that returns are generated by markets, not by speculation, and that high fees are one of the many enemies to portfolio growth.
Although we are located in the Los Angeles area, our clients come from all over the world. They are drawn to Ross Asset Advisors because of the sound thinking that underpins our portfolios, thinking that drives performance through bull and bear markets.
Please visit our website and get in touch - we look forward to hearing from you. |
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General Information |
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| BA, Economics and Sociology - Brown University. Graduate magna cum laude. |
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Services |
| Investment Types: |
Mutual Funds, Stocks, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 65
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| Financial Organization Memberships: |
Paladin Registry
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| Non-Financial Organization Memberships: |
Better Business Bureau, La Canada Chamber of Commerce
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
50
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| Assets Managed by Firm: |
$20,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Brendan Ross |
| Most Recent Update: |
09/09/2008 |
Frequently Asked Questions |
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What is your approach to financial planning? |
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We strive for productive, long-term relationships that are devoid of pretension. We deliver top-quality, completely unbiased service, and we engineer properly-constructed, personalized, index-based portfolios that could be defended to a panel of Nobel Laureates. We do not speculate, and we do not encourage unnecessary risk-taking. The owners of well-constructed portfolios sleep well at night. |
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