Services

RootsOn Capital LLC provides investment advisory services to a limited number of clients, which may include:

Discretionary portfolio management with assets held at independent third-party custodians.
Asset allocation and portfolio construction
Ongoing monitoring and rebalancing
Advisory support for family offices and related entities

Additional details regarding services and fees are provided in the firm’s Form ADV (available upon request).

Disclosure

RootsOn Capital LLC is an investment adviser registered (or in the process of registration) in the United States. Registration does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Advisory services are provided only to clients pursuant to an executed advisory agreement. RootsOn Capital LLC is a U.S. entity. Other entities using the “RootsOn” name may exist in other jurisdictions and operate independently.