Our Approach to Asset Management

Our clients require sophisticated and attentive asset management services in order to maximize their portfolios’ total returns in light of their risk tolerance. Roof, Eidam & Maycock constructs each investment portfolio following an exhaustive analysis of your risk tolerance, investment objectives, and time horizon. After developing your unique investor profile we design an investment strategy to pursue your needs.

Roof, Eidam & Maycock manages portfolios employing both strategic and tactical asset allocations, based on current economic and market conditions. We strive to outperform benchmarks respective to the characteristics of each portfolio, while also striving to achieve this performance with less volatility than these benchmarks, continually monitoring and employing risk management tools to help minimize volatility where and whenever possible.

Roof, Eidam & Maycock is a Registered Investment Advisor (RIA), registered with the U.S. Securities and Exchange Commission. We manage more than $500 million for our 300 individual and institutional clients.

« Return to Our Services