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Rosiv Investment Advisory
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Investment advisory for individuals, families and institutions

Disciplined Investing Built Around Your Goals.

Portfolio Management

Financial Planning

Alternatives & Direct Indexing

Professionally managed portfolios with clear risk controls and regular rebalancing.

Retirement, education, cash flow and tax strategy coordinated in one written plan.

Private markets and personalized indexing where they fit your goals and eligibility.

Putting the right strategy and discipline in place.

An investment advisory firm focused on clarity, discipline and long-term outcomes.

ROSIV FLORIDA CORP provides investment advisory services to individuals, families, business owners and institutions across the United States. We manage portfolios, deliver objective recommendations and build financial plans that connect every decision to the goals that matter to you.

Our advisors take the time to understand your income, obligations, time horizon and tolerance for risk before recommending anything. Every engagement begins with a written agreement that explains what we will do, how we are paid and how we will report to you.

Advisors reviewing a client portfolio together
Advice built around your financial life — not around a product.

Long-term financial success depends on a team with deep knowledge of markets, planning and taxes — and on a process that guides you through each decision with the information you need.

Whether you are building wealth, approaching retirement, selling a business or managing assets for an organization, we help you see the trade-offs clearly and act with confidence.

Objective advice to help you grow and protect your wealth.

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    Advisory services, from portfolio management to legacy planning.

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    Ways to work together: discretionary or non-discretionary advice.

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    Account types — taxable, tax-deferred and tax-free — coordinated.

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    View of your finances: investments, taxes, retirement and estate.

Committed to clients, focused on outcomes.

Investment strategies that focus on what matters most to you and the people you care about.

01Portfolio Management

We build and manage diversified portfolios around your objectives, time horizon and tolerance for risk. You choose how involved you want to be: let us manage day-to-day decisions, or receive recommendations and keep the final say.

  • Discretionary Portfolio Management

    We select investments, rebalance and manage risk in your account within an agreed investment policy, so your portfolio stays aligned with your plan.

  • Non-Discretionary Advice & Second Opinions

    Objective recommendations where you make every decision, including one-time consultations and an independent second opinion on an existing portfolio.

Find Your Advisor How We Work
60%

Growth assets in a sample balanced model. Your actual allocation reflects your goals and risk tolerance.

Illustrative example only

02Planning & Tax Strategy

Clients increasingly come to us for a plan, not just for returns. We connect retirement, education savings, cash flow and wealth goals into a single strategy — and look for ways to keep more of what you earn after taxes.

  • Comprehensive Financial Planning

    Retirement income planning, college savings, capital goals and cash flow management, updated as your life and the markets change.

  • Tax Planning & Optimization

    Tax-loss harvesting, tax-efficient investment selection and asset location across taxable, tax-deferred and tax-free accounts.

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360°

Investments, taxes, retirement and cash flow reviewed together in one written plan.

Illustrative example only

03Alternatives & Custom Indexing

For investors seeking broader diversification, we evaluate opportunities beyond public stocks and bonds and build personalized index portfolios that reflect your tax situation and values.

  • Alternative & Private Market Access

    Private equity, private credit, real estate, hedge fund strategies, infrastructure and digital assets — carefully sized and only where suitable.

  • Direct Indexing & Model Portfolios

    Own the individual stocks of an index instead of a fund, customize for taxes and preferences, and choose ESG or thematic strategies.

Find Your Advisor How We Work
10%

Example alternatives allocation in a sample diversified model, sized to liquidity needs and eligibility.

Illustrative example only

04Legacy & Institutional Advisory

Wealth is moving to the next generation on a historic scale. We help families plan that transition with care, and we advise businesses and institutions on the capital they are responsible for.

  • Estate Planning & Wealth Transfer

    Coordination with your attorney on trusts, heirs and family office needs, plus charitable giving through donor-advised funds.

  • Business & Institutional Clients

    Corporate retirement plans such as 401(k)s, endowment and foundation advice, corporate cash management and guidance for owners planning an exit or succession.

Find Your Advisor How We Work
3 gen.

A legacy plan can serve you, your heirs and the causes you care about.

Illustrative example only

We believe in a personal approach to managing wealth.

Advice shaped around who you are.

To help clients move from intention to action, we start with a clear picture of where they are today and what they want their wealth to accomplish.

Building wealth takes time, patience and discipline. We help you avoid get-rich-quick promises and short-term noise that can pull a long-term plan off course.

Individuals & Families

Professionals and families who want a coordinated plan for investing, saving and protecting what they have built.

Discuss Your Needs

Pre-Retirees & Retirees

Investors moving from accumulation to income who need a sustainable withdrawal strategy and tax-aware decisions.

Discuss Your Needs

Business Owners & Executives

Owners and leaders managing concentrated positions, company retirement plans, liquidity events and succession.

Discuss Your Needs

Foundations & Plan Sponsors

Endowments, foundations and plan sponsors seeking a disciplined investment policy and clear reporting.

Discuss Your Needs

Expect a clear process and consistent communication.

Our purpose is to build trust and long-lasting relationships with our clients.

Helping people make sound financial decisions is a responsibility we take seriously. We are committed to accurate, actionable advice and to tools and reporting that help you navigate life’s biggest financial choices.

Every client relationship follows the same four steps, so you always know what happens next, who is responsible and how your progress is measured.

  1. 01

    Understand your goals and constraints

    We start with a conversation about your objectives, income, obligations, time horizon and comfort with risk, and review the accounts you already hold.

  2. 02

    Build a written plan and investment policy

    You receive a clear plan and investment policy that explain the recommended strategy, its risks, our role and how we are paid — before you commit.

  3. 03

    Implement with discipline

    We put the strategy in place in a cost- and tax-aware way, through accounts held at an independent qualified custodian in your name.

  4. 04

    Monitor, report and adjust

    We monitor your portfolio, rebalance when needed and meet regularly to review progress, so your plan keeps pace with your life.

Independent, objective thinking

Long-term partnership with every client

Our team understands the importance of long-lasting relationships. We focus on investment solutions designed for long-term success and on guidance that supports your family’s or your organization’s growth.

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We believe in a distinctive way of managing money.

Putting the right solutions and methods in place.

Our team works across markets and disciplines to help you establish a strategy that reflects the realities of your life or business — whether you want to grow capital, generate income or reduce risk.

Our research goes beyond numbers on a screen. We study the companies, funds and managers we recommend, review costs and tax impact, and explain our reasoning in plain language so you always understand why a decision was made.

Diversify with purpose

Every holding has a role. We combine asset classes to pursue your goals while reducing reliance on any single market.

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Manage risk before return

We define how much risk you can afford to take, then build the portfolio around that limit — not the other way around.

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Keep costs and taxes in view

What you keep matters more than what you earn. We look at fees, turnover and taxes in every recommendation.

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Communicate transparently

Plain-language reporting, clearly disclosed fees and advisors who are easy to reach when you have a question.

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A disciplined strategy designed for tomorrow’s challenges.

Committed to accurate, actionable advice that helps clients make confident financial decisions.

Rosiv advisory teamROSIV FLORIDA CORP

We are here to help with any question on your path to financial security — and to keep the core principles of long-term investing at the center of every recommendation.

  • Risk Management
  • Tax Efficiency
  • Transparent Reporting
  • Rebalancing

Answers before you decide.

Frequently asked questions.

Have a question that is not listed here? Our team is happy to help.

+1 (305) 555-0188 [email protected]
What is the difference between discretionary and non-discretionary management?

With discretionary management, you authorize us to make investment decisions in your account within an investment policy we agree on together. With non-discretionary advice, we provide recommendations and you approve every transaction before it is made. Both options can be combined with financial planning.

How are your fees structured?

Ongoing portfolio management is typically billed as a percentage of assets under management. Financial planning and one-time consultations may be offered for a flat or hourly fee. Every fee is explained in writing in your client agreement before you engage us.

Who holds my assets?

Client assets are held in accounts in your name at an independent qualified custodian. You receive statements directly from the custodian in addition to our own reporting.

Is there a minimum investment?

Minimums depend on the service. Financial planning and second-opinion consultations are available without an asset minimum. Ongoing portfolio management and some alternative investments may require minimum account sizes or investor eligibility, which we will discuss during the introductory call.

Can you work with the accounts I already have?

Yes. We can review existing brokerage, retirement and employer plan accounts, recommend changes and, where appropriate, coordinate transfers so that your portfolio is managed as a whole.

Do you guarantee investment results?

No. All investing involves risk, including the possible loss of principal, and no strategy can guarantee a profit or protect against loss. Our role is to help you make informed decisions and to manage risk in line with your goals.

Speak with an advisor and get clear answers.

Call us or send your details and an advisor will be in touch shortly to schedule a no-obligation introductory conversation.

  • No-obligation introductory call
  • Fees explained in writing before you engage
  • Advice tailored to your goals

Interested in working with us or have a question? Fill out the form and we will call you back. Or contact us via: [email protected]

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