Roi Financial Advisors, LLC
ROI Financial Advisors, LLC is a registered investment advisory firm headquartered in Beaverton, Oregon. Founded in 2012 and solely owned by Lance Jarl Johnson, the firm provides personalized financial planning, investment supervisory, and portfolio management services tailored to individual, high net worth, and select institution clients. As of 2025, ROI Financial Advisors employs 8 professionals. The firm emphasizes long-term relationships and individualized advice, serving a diverse clientele including individuals, high net worth individuals, and a smaller number of pooled investment vehicles and pension plans.
Investment Strategy
ROI Financial Advisors, LLC delivers ongoing portfolio management and investment supervisory services, constructing custom asset allocations and investment strategies based on each client’s unique goals, objectives, risk tolerance, and time horizon. For every client, an Investment Policy Statement is developed to guide the selection of a diversified securities portfolio that aligns with their investment needs. The firm focuses on long-term portfolio construction, regular monitoring, and asset selection, using a combination of active and passive investment approaches. The firm does not have discretion over proxy voting and emphasizes risk assessment and diversification for long-term wealth accumulation.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.96% | $12.5M | 79,275 | $49.52 | $157.99 | +$3.6M |
A AVGO | BROADCOM INC | 6.78% | $10.7M | 38,686 | $112.13 | $275.65 | +$4.2M |
C COST | COSTCO WHSL CORP NEW | 5.76% | $9.1M | 9,157 | $660.08 | $989.94 | +$13.5K |
L LLY | ELI LILLY & CO | 5.60% | $8.8M | 11,301 | $582.92 | $779.53 | -$839.7K |
A AAPL | APPLE INC | 5.25% | $8.3M | 40,283 | $192.62 | $205.17 | -$764.9K |