Ross Asset Advisors, Inc.

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Invest With Vision

General Info

Ross Asset Asset Advisors was incorporated in June of 2008 as an alternative to the failures of traditional financial planning: Clients of “wirehouse” advisors including Merrill Lynch, Morgan Stanley, Wells Fargo, and UBS who were being shunted into high-commission, low-quality products. Clients of independent advisors who were being told that “asset allocation” on its own would deliver long-term growth of wealth We continue to see too many Americans working hard to become wealthy, only to find the odds stacked against their staying wealthy through their retirement. The last decade of underperformance and volatility has only increased our conviction in our fresh approach: the deliberate identification of fixed-income investments with higher yields but lower risks. The intent of our firm’s founder was to create a new kind of investment experience for clients, one that paid careful attention to the stated needs of clients first and foremost. Our goal is to have lasting relationships with clients that combine our fiduciary responsibility, integrity, and personalized service. Three principles guide the firm’s actions: No bias or conflict of interest . It has been said that far more financial products are “sold” than “bought.” We receive no commissions from any company, so we do not “sell” anything. By charging a percent of assets under management, we ensure that our interests are aligned solely and completely with our clients. Focus on the client. Too often we hear of people whose advisors just aren’t listening to them. Our knowledge may be deep and specialized, but you know yourself best. We exist to help move clients towards their goals. If we present a logical and coherent argument for why a specific investment works for you, and you just don’t like it, we don’t feel it is our place to continue to hammer at you. There are many ways to get from A to B, and we exist to help you discover your way to your future. Risk management. The last decade, starting with the dot-com bust, has shown just how risky a traditional portfolio can be. For many investors who are relying on their portfolios to fund a current or future retirement, the extreme levels of risk in a “normal” portfolio are just not acceptable any more. We use high-yield fixed-income to reduce risk across all client portfolios. Our principled, disciplined, creative approach to helping our clients is unique in our industry. Our success through tough markets is the proof that our approach works.

Location

Located on Bunker Hill in downtown Los Angeles.

Neighborhoods

Central LA, Financial District, Downtown Los Angeles

Amenities

Accreditation

BBB

Associations

Categories

Financial Planners, Investment Advisory Service, Investment Management

Reviews

Details

Phone: (213) 479-2879

Address: 355 S Grand Ave Ste 2450, Los Angeles, CA 90071