Service Philosophy

Unfortunately we have all become too familiar with the following phone call:

“Thank you for calling XYZ Corporation please enter 1 phone English or 2 for Spanish…"

Wait 30 seconds…

“Please enter your PIN number…"

Wait 30 seconds…

“Please enter the last four digits of your social security number…"

10 minutes of elevator music…

Finally, somewhere around the world, someone from a call center picks up the phone - but by the time you get to ask them a question, you get disconnected. Frustrating right?

At Rosenberg Asset Management, we take tremendous pride in what we consider quite a different approach. When the phone rings, it is answered by someone you trust - someone that knows you, your family, and your financial objectives. We do not have a separate office or a call center for clients that don’t meet a minimum account balance. In our Family Office, we treat all of our clients and their investments and as they would treat themselves if they had the time, resources, and experience to do it themselves.