Rosci Lamb, LLC

Rosci Lamb, LLC provides discretionary asset management and standalone financial planning and consulting to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. The firm manages about $65 million in client assets across a small client base and constructs portfolios that can include individual stocks, bonds, ETFs, options, mutual funds and other public and private investments.

Portfolios are tailored to each client’s objectives and are continuously monitored and rebalanced as needed; financial planning engagements can cover retirement, estate, charitable, corporate and personal tax planning, cost segregation studies, corporate structure, real estate analysis and other business- and personal-finance topics. Investment analysis uses a blend of approaches — fundamental and technical analysis, modern portfolio theory, sector analysis and, where appropriate, alternative investments — with the firm acting as a fiduciary to align recommendations with client risk tolerances and time horizons.

Compared with many solo independent advisers, the firm’s client mix is distinctive for including corporate/business clients and a significant non‑U.S. client presence, and its service menu explicitly addresses business-level planning and tax/structuring issues that are less common at this scale. Operationally, Rosci Lamb maintains custodial relationships with firms including Schwab, Interactive Brokers and Safra and has implemented custodial and billing arrangements (including an Interactive Brokers custodial arrangement) that support its work with both international and corporate accounts.