Welcome to Ross Asset Advisors, Inc.
Ross Asset Advisors is a full service, independent financial advisory firm. We help you achieve maximum, long-term returns while controlling risk. We are fee-only and provide unbiased advice - we receive no commissions or compensation other than from our clients.
Our clients do especially well in down markets, where we can successfully find upside while preserving principal.
Acting as your personal CFO, we ensure that you make sound investment decisions and achieve your financial goals. If you are trying to find a financial advisor, we welcome the opportunity to discuss your needs and objectives.
Wealthy Family |
You are unsatisifed with your investment experience and are considering a change. |
Active Investor |
You are self-managing your portfolio and have become skeptical of your ability to generate superior after-tax returns with your current strategy. |
Disorganized Investor |
You own a hodgepodge of accounts and suspect that disorganization is increasing your risk and hurting your returns. |
Early Saver |
You are beginning to save money and would like to get started correctly on a lifetime of wealth-building. |
Current Index Investor |
You understand the advantages of index investing and want to know more about working with us. |
Fiduciaries |
For attorneys, accountants, real estate agents, mortgage brokers, and other fiduciaries. |
Learn More About Active vs Index Investing |
