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Common Stock Management

Investing in quality companies which have superior management is the cornerstone of our investment philosophy.

At Roffman Miller Associates, all equity portfolios are tailored to meet each client’s needs and goals.  Our team invests in stocks of established companies that we feel are currently undervalued and those with the potential to increase shareholder value over time. 

The Investment Committee shares strong guiding principles, which include a well-thought sell discipline and approach to company/industry diversification.

Sell Discipline:

  • The security reaches a price indicating that continued price appreciation may be limited
  • The fundamental reasons for owning the stock have changed
  • The individual stock is greater than 10% of the stock portfolio

Diversification Approach:

  • Maintain equity accounts with between twenty and thirty-five stocks
  • Invest initially up to five percent in one stock or ten percent in one industry

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.
Email your questions to info@roffmanmiller.com