While some investors see risk when investing internationally, Daniel Roe, Chief Investment Officer of Budros, Ruhlin & Roe, Inc., sees opportunity. Specializing in personalized globally diversified portfolios, Roe has been advising clients in the financial services industry for more than 25 years.
With more than $2 billion in assets under management and over 650 clients, Budros Ruhlin & Roe takes pride in providing clients with customized financial plans to achieve their investment goals. From assisting in wealth accumulation, to managing retirement plans, Budros Ruhlin & Roe understands the need for balance and proper risk profiling. While most of the firm’s clients are individual, high net-worth clients, Budros Ruhlin & Roe also work with small business owners assisting them with financial events such as liquidity.
Roe contributes Budros, Ruhlin, & Roe’s organic growth to working in the Midwest and maintaining a strong group of high net-worth families, individuals, as well as foundations. As a fee-only independent fiduciary, the Budros, Ruhlin, & Roe offers comprehensive financial planning for clients by managing the majority of their wealth. According to Roe, there is not one investment product or strategy that can ultimately lead to the best result. Instead, it is important to achieve ultimate exposure to the desired section of the market in order to achieve investment success.
Forbes and RIA Channel’s 2016 Top 100 RIA Firms ranking recognizes wealth management firms by growth in assets over the past 10 years. In order to be considered for the ranking, each firm must be a registered investment advisor with the SEC, provide wealth management services, and primarily serve individual clients. As the RIA market continues to develop, RIA Database, sister company to RIA Channel, continues to adapt its ranking criteria to reflect the market environment. This year, Budros Ruhlin & Roe ranked 72nd on RIA Channel’s annual ranking of the Top 100 RIA firms with $1.1 billion in asset growth over the last 10 years. In 2015, Budros Ruhlin & Roe was ranked 91st with $2.1 billion in total assets under management.