Rothman Investment Management Investment Overview

While anyone can open an online brokerage account and start placing trades, as the E*Trade baby taught us years ago, constructing a well-diversified, tax-efficient portfolio that matches an individual’s personal time horizon, risk-tolerance and objectives is much more complex.  We have devoted decades to honing the craft of investing, studying the findings of academic research and practitioners, and subjecting theories to rigorous data analysis.  There is no perfect strategy that works all the time, in every environment.   Rather, there are various approaches that generally earn a little extra return or reduce risk on average over full market cycles.  We combine these in a thoughtful way to try to optimize risk and return, which we believe will lead to superior results over time.  One size does not fit all, so we build different portfolios for clients with different goals, but the following describes the building blocks we use in constructing portfolios.

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