Marc Roth, Ph.D, president and owner of JMR Capital Management, provides you the Wall Street refugee, small business owner, global investor viewpoint. With unconventional wisdom, he helps everyday people confidently manage the milestones on their path to wealth.

SUMMARY

  • Independent, fee-only, Registered Investment Advisor
  • Sole proprietor
  • 20 years providing investment advice to affluent and high net worth investors
  • Formerly responsible for research relationships and business growth with investment funds in the UK and Europe
  • Former professor of drama and literature
  • Author of “Investing with a Condom”

TOPICAL EXPERTISE

  • Portfolio strategy
  • Open architecture investments
  • Asset allocation
  • Mutual funds, ETFs
  • Option strategies
  • Income during retirement

THE REAL PERSON

When he’s not monitoring markets or talking to clients, Marc is both an avid tennis player and musician. He resides in Oakland, Ca, with offices in the downtown San Francisco financial district.

CONTACT

www.linkedin.com/in/marcaroth

Cell: (510) 525-1125

Office: (415) 296-9065

Email: mroth@jmrcap.com

Web: www.jmrcap.com

 

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