Proprietary Research ... Independent Thinking
Our business model is straightforward, logical, and free of the bureaucratic structures inherent in large financial institutions that tend to dilute the decision making process, delay the execution of ideas, and add layers of costs that rob clients of investment performance.
- We are extremely focused on a single task intensive research applied to portfolio management. We do not use other firms investment products, canned asset allocation models, or wealth planning tools. We are the architects of our portfolio management process.
- At Roda Asset Management, investment strategy decisions are determined by a disciplined quantitative process and are quickly mapped to all relevant client portfolios for simultaneous execution, with none of the idea dilution and time delays typically encountered at large banks and brokerage firms.
- We adhere to strict investment management and risk budgeting metrics that are applied universally to all of our client accounts. This systematic approach to investing eliminates many of the “behavioral pitfalls” that cause managers to react harshly (or not at all) during times of extreme bullishness or pessimism.
- RAM outsources labor intensive custody and back office functions to world class providers in order to maximize efficiency and minimize transaction costs. We make no money from these relationships and therefore we have no conflicts of interest. The goal is simply to access the highest quality custody and clearing, client reporting, and trading platforms at the lowest possible cost to our family of clients.
- We charge only our investment management fee, which is based on a percentage of assets under management. It is our strong belief that variable fee models such as transaction-based charges and performance fees tend to incentivize churning or unnecessary risk-taking in order to maximize fees. We always place our client’s interests first.
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