FEE-BASED OR INVESTMENT MANAGED

Fee-based services

You pay an annual agreed upon fee in place of paying commissions for the transactions being placed. This allows us to research and select investments that are most suitable for you, the investor.

We feel certain that fee-based advising works to your best advantage. You will get all of the experience, expertise and market awareness of your investment team at Rose Street Advisors. We then bring you recommendations based on your goals and objectives.

Investment management process

Along with managing your wealth, advising and making recommendations, Rose Street Advisors also takes a close look at the fund managers that are selected for your investments. In choosing the investments, we compare the costs and performance of the fund manager and carefully select the investments for your portfolio.