Rodman Capital Management

Benefits

Freedom to use your time as you wish without concern for the complexities and day to day responsibilities of managing your investments.

Peace of Mind and confidence knowing that your investments are being handled by a seasoned professional who is a Registered Investment Advisor acting as a fiduciary for you in the management of your investments, and that you are kept fully and objectively informed about the progress of your investment program every step of the way.

Services

Professional Assistance in defining the client's investment goals, objectives, and risk preferences. This is then summarized into an investment policy to guide the management of client investments.

Professional Investment Management in accordance with the policy above, where the client grants the advisor discretionary authority to purchase or sell investments that the advisor, through judgment and experience, believes optimal to accomplishing client objectives.

Securities Analysis employing a fundamental value approach and utilizing long-term purchases (securities held at least a year on average) to realize the full value of the strategy.  Investments employed are primarily stocks and bonds.

Ongoing Monitoring and Reallocation of individual securities and the overall asset mix in accordance with the client's investment policy.

Quarterly Reporting designed to keep the client fully and objectively informed.  Reports include investment performance net of fees; investment performance comparisons against investment benchmarks; current investments; purchases and sales; capital gains and losses; investment income and expenses; and projected income.

Consultation with client's advisors for purposes of financial and tax planning.

Fees 

We work for our clients, and only for our clients.

RCM does not receive any other compensation in any form from any other source but the client.

Fees are based on a percentage of assets under management, an arrangement which RCM believes provides exceptionally strong alignment with the best interests of the client.  Lower percentages apply for larger amounts.  Fees are billed quarterly in advance.

There are no other fees, no termination charges, and no minimum time requirements to establish an account.