Rockford Asset Management (RAM) offers customized investment solutions through personal contact and discretionary investment management. RAM works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation using mutual funds, ETFs, and individual securities. RAM's strategy is primarily long-term focused, but may re-allocate positions based on market conditions. RAM also provides financial planning services on a pro bono basis.
Fee Structure
Rockford Asset Management's investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. The fees range from 1.000% to 2.000% annually on the first $500,000, decreasing as the portfolio size increases. Fees may be negotiable.