Roof Eidam & Maycock/adv
ROOF EIDAM MAYCOCK PERALTA LLC is an independently owned Registered Investment Adviser (RIA) based in San Francisco, California. Founded in 1992, the firm provides comprehensive investment advice and financial planning for individuals and institutions, with a particular focus on high-net-worth clients. With approximately 8 employees including 4 financial advisors, it currently oversees between $603 million and $700 million in assets under management. The firm is SEC-registered and emphasizes fiduciary duty, professional ethics, and personalized, holistic financial planning, serving primarily clients who are referred to the firm.
Investment Strategy
The firm's strategy centers on unbiased, holistic financial planning and disciplined asset management, encompassing portfolio management, tax, retirement, estate planning, and risk management. ROOF EIDAM MAYCOCK PERALTA LLC acts in a fiduciary capacity, aligning its interests with clients, focusing on long-term financial security and preservation of capital. The team draws on deep experience and tailors its advice to suit client philosophy and unique financial circumstances, managing both discretionary and non-discretionary accounts for high-net-worth and retail investors. The investment approach leverages diversified portfolios, including ETFs and mutual funds, with attention to quality and risk-adjusted returns while integrating insurance and legacy planning considerations.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 9.74% | $39.5M | 779,786 | $50.39 | $50.68 | -$1.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.62% | $39.0M | 684,598 | $44.73 | $57.01 | +$5.6M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 5.41% | $21.9M | 365,444 | $43.41 | $60.05 | +$1.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.96% | $20.1M | 98,242 | $110.87 | $204.67 | -$683.3K |
V VUG | VANGUARD INDEX FDS | 4.69% | $19.0M | 43,375 | $223.13 | $438.40 | +$3.7M |