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Account
Management
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Roffman Miller
Associates sees outstanding
customer service as our priority and we take pride
in providing personalized service and extensive
client communication.
To ensure the
highest level of service, we…
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Conduct an
in-depth client interview.
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Define a client’s
goals, history, need for income and risk
threshold.
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Build a
comprehensive client profile.
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Evaluate the
optimum investment strategy on an individual
basis.
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Monitor client
accounts daily.
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Assess changing
client needs and circumstances to make
appropriate adjustments.
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Provide on-going
communication via meetings, written reports and
informal discussions.
In addition to traditional money
management, our team acts as a partner and
counsels our clients on any financial questions or
concerns. |
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Roffman
Miller Associates, Inc. (RMA) is an SEC-registered
investment advisor located in Philadelphia,
Pennsylvania. In addition to registering with the
SEC, RMA notice files with the states of
Pennsylvania, Delaware, Maryland, California, New
Jersey, New York, Texas, Florida, North Carolina, Virginia and Connecticut. This website
provides general information about Roffman Miller
Associates, Inc. and is not intended to offer
investment or financial planning advice. The
purpose of this site is to provide you with
information about the firm and our investment
philosophy, and to provide a means for you to
contact us for further information. Please click here for additional Disclaimer and Regulatory
Information. |
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