All our clients are unique. Our mission is to listen, understand, take action and continuosly monitor our clients' portfolios. We define success as long term multi-generations of clients that are at home with our services.

Organization:

• Established 1983
• Based in San Francisco California
• Fee based independent Register Investment Advisor
• Manage assets for over 220 families
  
  

Philosophy:

• All cap growth investing
• Top down thematic analysis
• Balanced or all equity portfolios
• Team management approach
  
  

Benefits of working with RSSIC:

• Custom tailored portfolios using individual equites and fixed income issues to match our clients financial goals.
• Develop a comprehensive financial plan so our clients understand their full financial circumstances and we can make appropriate recommendations.
• Partner with a network of CPAs, Estate Planning Attorneys and Insurance & Mortgage Brokers.
• Utilize tax strategies and institutional pricing  to minimize costs to our clients.
• Regular client communication to ensure that their financial circumstances and understanding of the  portfolio conditions match their investments goals.
  
  

Rosenblum Silverman Sutton seeks to understand its clients' needs and 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 clients' 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. Where you are in your life, your tolerance for risk, your challenges, your tax considerations, your goals.

We quarterback your related financially based concerns - a need for a mortgage, a new house, an estate plan, financing a college education - referring you to the appropriate legal, mortgage, estate counsel.

Like the family doctor used to do, we'll make a house call to help you get started.  

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