Julie Cooling from RIA Channel, sits down with Daniel Roe, CIO of
Budros, Ruhlin & Roe. The company is ranked 91st on the
2015 Forbes Top 100 Wealth Manager with more than $2.15 billion in assets under management.
Budros, Ruhlin & Roe is an independent, fee-only wealth management firm based in central Ohio. Cooling and Roe discuss the firm’s investment style and client focus.
