Our Approach
to Investments
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Our Approach to Investments

We take a broad approach to investing that considers all aspects of your life and the goals that you hope to achieve. We look at your entire portfolio, not just a narrow slice of it.

A careful understanding of our client's risk tolerance will serve to inform the following aspects of our approach:

Core Equity Portfolio
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Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial, LLC are not affiliated. Additional products and services may be available through Rosenbaum Financial, LLC that are not offered by AIC. Licensed for insurance sales in CA, CO, DC, HI, ID, MD, OR, TX and WA. Licensed for securities sales in AR, CA, CO, DC, HI, ID, IL, OR, TX and WA. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available. As with any security, request a prospectus from your representative. Read it careully before you invest or send money.

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