Investment Experience

INVESTING FOR YOUR FUTURE


​IT IS ONE OF THE MOST IMPORTANT THINGS WE CAN DO.  BUT IT'S ALSO THE MOST OVERLOOKED.

Roda Investment Management, LLC has over 24 years of investment management experience.

  • Roda Investment Management, LLC, Portfolio Manager (2006 - Present)
  • Merrill Lynch, International Financial Advisor, CFM (2004-2006)
  • Morgan Stanley, Financial Advisor (2001-2004)
  • Global Capital Securities, Research Analyst (1999-2001)


We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their investments, and we work hard to earn their loyalty every day.

Time in the Market, Not Timing the Market

Missing out on the best days in the stock market can be detrimental.

{ Time in the Market, Not Timing the Market.pdf }

HERE AT RODA INVESTMENT MANAGEMENT WE WILL HELP YOU ACCOMPLISH YOUR CURRENT INVESTMENT NEEDS AND FUTURE INVESTMENT GOALS EVERY STEP OF THE WAY.

Experience

We're a registered investment adviser (RIA).  As an RIA, we are legally required to act in a fiduciary capacity for our clients at all times.

The fiduciary standard requires that advisors unconditionally put their clients' best interests ahead of their own at all times and in all situations and circumstances.  Brokers and securities licensed representatives only have to meet the suitability standard, a much lower standard of conduct, which only requires that a given transaction performed by a broker must be "suitable" for the client at that time.

About Us

Relevant Reading

Don't Miss the First Half of the Bull Market

"I can't take it anymore. Get me out of the market. We're going to lose it all!"

{ Three Dates - First Half.pdf }

Individual Security Ownership

The case for owning individual stocks and bonds versus mutual funds.

{ Individual Stocks & Bonds vs Mutual Funds.pdf }

Realistic Expectations

The Probability of No Negative Returns

The longer you stay invested, the greater the probability of a positive return.

{ Probability of Negative Returns.pdf }

_____________________________________________________________

Many professional advisors erroneously use historical average stock and bond returns to estimate future investment growth. Stock valuations are much higher than in the past and bond yields are much lower. The use of historical average returns in retirement planning is highly likely to lead to many disappointed investors come retirement.

{ Realistic Expectations.pdf }