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I am a student of the market, and have been blessed to make a living doing my hobby - researching and investing in stocks. I am a patient, long-term investor who likes to capitalize on misperceptions, short-term dislocations, and an occasional risky stock too unsavory for polite company, but with sufficient upside to warrant taking the risk.
Registered Investment Advisor (RIA).
Stocks - long, Stocks - short
CA; United States
Rothman Investment Management
Our mission is to help clients reach their dreams by providing holistic and personalized financial advice including financial planning, tax and estate planning, philanthropy planning, portfolio construction and portfolio management in a way that optimizes reward and risk, and helps the client achieve peace of
mind regarding finances.
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