Roffman Miller Associates Inc. /pa/
Roffman Miller Associates Inc is an independent, employee-owned registered investment adviser founded in 1990 and based in Philadelphia, PA. The firm provides discretionary investment management and financial planning services, acting as a fiduciary to a range of clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm is led by an experienced investment committee and employs approximately 16 to 19 professionals. Roffman Miller serves clients in multiple states and is known for its personalized portfolio management and client communication.
Investment Strategy
Roffman Miller Associates employs a long-term investment strategy aimed at meeting clients’ financial goals and minimizing volatility by customizing portfolios to individual risk factors and objectives. The firm’s philosophy emphasizes investing in quality companies, maintaining diversification, and managing risk across various asset classes. Most portfolios incorporate individual equities and bonds, supplemented with mutual funds and ETFs when appropriate. Client portfolios are reviewed regularly by the investment committee, and ongoing communication ensures alignment with evolving objectives. The firm does not charge performance-based fees, is transparent about costs, and acts strictly in a fiduciary capacity.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.22% | $129.0M | 249,028 | $162.33 | $517.95 | +$3.6M |
A AAPL | APPLE INC | 6.44% | $115.0M | 451,553 | $69.41 | $254.63 | +$21.2M |
G GOOGL | ALPHABET INC-CL A | 5.63% | $100.5M | 413,232 | $100.58 | $243.10 | +$26.1M |
J JPM | JPMORGAN CHASE & CO | 4.43% | $79.1M | 250,902 | $95.92 | $315.43 | +$4.6M |
A APH | AMPHENOL CORP | 3.41% | $60.9M | 492,478 | $36.70 | $123.75 | +$10.3M |