All of our clients are unique. Our mission is to listen, understand, take action and then continuously monitor our client's portfolio. We measure our success by our long term relationships.

Organization:

• Established in 1983
• Based in San Francisco, California
• Fee based independent Registered Investment Advisor
• Manage assets for over 200 families
  
  

Philosophy:

• Multi-Cap growth investing
• Top down thematic analysis
• Balanced or all equity portfolios
• Team management approach
  
  

Benefits of working with RSS:

• Customize portfolios using individual equities and/or fixed income issues to meet our client's financial goals.
• Provide comprehensive financial plans to make appropriate recommendations and referrals.
• Partner with a network of CPAs, estate planning attorneys, bookkeepers, insurance and mortgage brokers.
• Utilize tax strategies and institutional pricing  to minimize costs to our clients.
• Maintain frequent client communication to ensure that investment objectives are current and all financial questions are answered.

Rosenblum Silverman Sutton seeks to understand its client's needs, financial goals and to customize each investment program to meet their individual situations. Everyone's situation is unique. We listen, understand, take action and then continuously monitor our client's portfolios. We define success as long-term relations with clients who are at home with our investment discipline.  

We view our job as one of managing the investment process. In managing that process, we strive to get to know you, your financial stage in life, risk tolerance, your challenges, tax considerations and your goals.

We quarterback your financially based concerns: mortgage needs, funding a new house, an estate plan, financing a college education and/or referring you to the appropriate legal, mortgage, and estate counsel.

As a result of our successful relationships, we often serve several generations of parents, grandparents, children and grandchildren of each client family.