Rosenblum Silverman Sutton Sf Inc

Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning to individuals and high‑net‑worth clients, as well as trusts, retirement accounts, charitable organizations and business entities. Services include discretionary portfolio management, security selection and execution, ongoing monitoring and quarterly reporting, plus standalone financial planning or consulting engagements.

The firm develops individualized investment plans through personal consultations, questionnaires and document review, tailoring asset allocation to clients’ risk tolerance, time horizon, liquidity needs and tax considerations. Investment decisions rely on macroeconomic monitoring and fundamental equity analysis—emphasizing earnings growth, cash flow and return on equity—along with tactical rebalancing and fixed‑income selection by yield‑curve and credit assessment.

Noteworthy features include approximately $486.6 million in discretionary assets managed by a four‑advisor team (about $121.7 million per advisor), producing a relatively concentrated AUM-per-advisor profile compared with many multi-advisor teams. The firm also makes qualified client allocations to alternative investments (private equity, venture capital, hedge funds), occasionally participates in IPOs, and uses institutional custody and execution relationships through Charles Schwab, arrangements that affect research access and trade execution.