Expertise

The ROTH team has a unique array of knowledge and expertise in investment strategy, large blue-chip enterprises, and small as well as micro-cap markets. Our team seeks to truly understand our investment recommendations by partnering with our research team to recognize macro and micro trends.  Personally knowing the management teams of the companies we cover and provide clients an enriched experience through corporate access events, including investor conferences, non-deal road shows, conference calls, site visits, and industry specific events.

Sales Focus

Our focus is on institutional money managers, mutual funds, hedge funds, registered investment advisors, and family offices.

Highlights

1. Diversified backgrounds with experience in corporate finance, research and operations.
2. Our sales team partners with our research team to understand macro and micro trends that drive fundamental changes of the companies under our coverage.
3. Long-standing relationships with many of the top portfolio managers around the country.
4. A sales team that seeks to truly understand our investment recommendations and to personally know the management teams of the companies under our coverage.
5. Coordinate corporate access events for fresh insight into growth-oriented companies.