Personalized Investment Management
Your investments should reflect who you are. We build customized portfolios based on your goals, preferences, and comfort with risk. We keep a close eye on your investments, make adjustments as needed, and keep you in the loop with clear, regular communication.
How do you build my portfolio?
We begin with your goals, time horizon, income needs, and how you feel about market ups and downs. Using that picture, we design a diversified portfolio intended to match your risk tolerance and objectives, rather than a one-size-fits-all model.
How do you monitor my investments?
We do not set and forget. We monitor market conditions and your portfolio on an ongoing basis, and we rebalance or adjust when your allocation drifts, markets shift, or your circumstances change. When we recommend a change, we explain why.
Can you guarantee returns or protect me from losses?
No. All investing involves risk, including the possible loss of principal, and no strategy can guarantee a profit or protect against loss. Diversification and asset allocation do not ensure a profit or guarantee against loss. Our role is to help you take an appropriate level of risk for your goals.
How will I know how my investments are doing?
You will have access to online account information through our client portals and receive regular statements. We review your portfolio with you during scheduled meetings, and we are always available to answer questions.
Can you work with accounts I already have?
Yes. We can review your existing accounts, including workplace retirement plans and accounts held elsewhere, and help you understand how they fit together and whether any changes may be appropriate.
Get started
Talk with Carlos or Alexis: email cromero@romeroinvestment.com or aromero@romeroinvestment.com, or call (561) 350-7156. Office: 5310 NW 33rd Ave, Suite 206, Fort Lauderdale, FL 33309. Meet in person, by phone, or virtually.
Disclosure
Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC, and a registered investment advisor. Insurance services are offered through Romero Investment Management, which is not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc., nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the services of a currently practicing professional should be sought. Investing involves risk, including possible loss of principal.