Stefan Rosuck Email & Phone Number

DISCIPLINED, REPEATABLE, TRANSPARENT. For 25 years I have been providing my clients with fully customized hedging strategies designed to manage investment risk. My primary focus is to help enable my clients to enjoy their retirement based on their own values and what is most important to them, including minimization of taxes. My clients are always invested. There’s no market timing, jumping in and out of the market. Every study on market timing shows that it doesn’t work. Always hedged! Each clients account is actively managed and 100% customized to the clients needs. On any given day I can tell you the absolute lowest amount that your account could possibly be worth. Ask your current advisor that question. The answer will be I have no idea, it depends on the market. UNACCEPTABLE. Investing in the stock market should never be like your on a trip to Las Vegas. When you invest with my firm I will share a risk report once we are fully invested. In will show you with 95% certainty your best and worst case scenario for the next 6 months. I CHALLENGE YOU! Reach out to me, we will chat and you will send me a current statement of your investments and in return I will send you a FREE RISK REPORT. Maybe you are right where you think you are, but often once I share this report the investor is in disbelief. This can’t be possible that I’m taking on this much risk is what I always hear. It’s a free second opinion from a 25 year old financial veteran who lives for managing portfolio risk and minimizing taxes. So no cost to you and call it an hour of your time spent gathering your information and 2 phone calls. Ask yourself, what do I have to lose and what do I have to gain. You will gain knowledge and insights that nobody is sharing with you currently. YOU need to take action. I’ve worked for 2 of Wall Street’s biggest firms and my approach is the opposite of what they want there advisors to do. Managing fully customized portfolios is very time consuming so when we talk it’s really a two way interview. I need to make certain that you are the right type of client for me. Most investors aren’t. However, if you are, and we join together in partnership to grow your net worth and minimize taxes, you will see a world of difference. Night and Day. ONE HOUR OF YOUR TIME. Think about it and have a wonderful day.Specialties: Financial Planning and Investment Management with a focus on Alternative Investments and Risk Management through the use of options.

Listed skills include Wealth Management, Investment Advisory, Alternative Investments, Investments, and 22 others.

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