Ross Sinclaire Asset Management

Investment Bank/Securities Brokerage - Cincinnati, OH, US

Ross Sinclaire Asset Management Employees
Peter Baden

Chief Investment Officer - RSA Asset Management

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William Weese

director advisory sales and marketing

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Ross Sinclaire Asset Management Details

Ross Sinclaire Asset Management (RSAM) is a registered investment advisor providing customized fixed income solutions for Advisors and Private Clients. RSAM offerings include tax-free* and taxable strategies available as Separately Managed Accounts and within Unified Managed Account structures. RSAM believes to achieve optimal results, investors must own individual bonds that are actively managed in portfolios tailored to the specific needs and objectives of the client.RSAM specializes in transition strategies, providing thorough analysis with insight of existing positions, optimized strategy mapping and ongoing portfolio management considering taxes, income, risk and total return.Ross, Sinclaire & Associates, LLC (RSA) specializes in Municipal Finance, Corporate Finance and Institutional Sales and Trading. Founded in 1989 and headquartered in Cincinnati Ohio, RSA offices have expanded financial services offerings through 9 offices across 7 US states.*Depending on your place of residence and the specific issue, bonds may be exempt from federal, state, and local income taxes. Any capital gains realized from the sale of a bond may still be subject to all taxes. Ross Sinclaire Asset Management is a division of Ross, Sinclaire & Associates, LLC (RSA). RSA is a registered broker-dealer, a municipal securities dealer/advisor registered with the MSRB (www.msrb.org), an investment advisor registered with the U.S. Securities and Exchange Commission (SEC), and a member of FINRA (www.finra.org), and SIPC (www.sipc.org). Registration with the SEC does not imply a certain level of skill or training. Investment Products are Not FDIC Insured, Offer No Bank Guarantee, May Lose Value.RSA prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Ross Sinclaire Asset Management logo, Ross Sinclaire Asset Management contact details
Website: ria.rsanet.com
Employees: 20 - 49
HQ: N/A
Location: Cincinnati, OH, US
Revenue: 1 - 2.5 Million
Investment Management Asset Management Active Management Individual Bonds Tax Free Custom Portfolios Income Total Return After Tax Return Distribution Fixed Income
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