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State DirectorySutton Phyllis R
Annuity General
Serving the San Francisco area.
Photos and Videos
Proper Care for Your Nest Egg
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 415-771-4500
- Address:
- 1388 Sutter St San Francisco, CA 94109
- Email:
- Link:
- Categories
- Investments, Financial Services, Investment Advisory Service, Investment Management
- Services / Products
- Individual Portfolio Management, Investment Management
- Location
- 1388 Sutter Street, Suite 725, San Francisco CA 94109
General Info
Rosenblum - Silverman - Sutton Investment Counsel is an Independent Registered Investment Advisor located in San Francisco with over 30 years experience successfully managing wealth for clients. We specialize in making investment decisions for individuals, families, trusts, estates and business owners with a focus on growth of assets. RSSIC is a fee-only investment advisory that offers truly independent investment management for its clients. As a 100% women-owned firm for so many years, RSSIC is known for adhering to its core competency of managing individual portfolios focused on growth of assets. At RSSIC we take a team approach to management. In our years on Wall Street and in the Financial District of San Francisco, we have witnessed and invested through a sea of economic change. Our highly disciplined process and approach for managing portfolios on a day-today basis has provided consistent positive results over time. At RSSIC, our fundamental objective is to deliver consistent long-term growth at the appropriate level of risk for each client. This approach is traditionally defined as a top-down (growth universe of risk appropriate securities) and bottom-up (best of breed) strategy. We listen to client needs and their values when constructing a portfolio. When we work with you, we take the following steps: We perform a comprehensive review of your financial circumstances, statements, tax returns and accounts. We identify your financial and investment goals. Together, we explore any unique concerns you may have such as risk tolerance, liquidity needs, tax considerations and investment preferences. We design and implement an investment plan tailored to your specific needs and risk tolerance. We provide ongoing accurate accounting and administrative records of your accounts. We customize our reporting and communication procedures to meet your specific needs.