ASSET MANAGEMENT Our clients require sophisticated and attentive asset management, in order to maximize their portfolios' total returns in light of their risk tolerance. Roof, Eidam & Maycock constructs each investment portfolio after an exhaustive analysis of the client's risk tolerance, investment objectives, and time horizon. After ascertaining these factors, we design an investment strategy to meet the client's needs, based on this investor profile. The key to effective asset management is creating and maintaining a diversified investment portfolio that is designed to work for many years. Roof, Eidam & Maycock exercises discretion over only the individual equities in our clients' accounts. We believe that it is best for our clients to be involved in their investment decisions, and fully briefed on every portfolio recommendation we make. Thus, each client retains discretionary authority, and their approval is required for each investment transaction (with the exception of stock purchases and sales in accounts where the client has granted us this authority). Roof, Eidam & Maycock, LLC is a Registered Investment Advisor (RIA), registered with the U.S. Securities and Exchange Commission and the California Department of Corporations. We manage over $300,000,000 for our 200 individual and institutional clients.
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