Roth Financial Partners LLC
Roth Financial Partners LLC is an SEC-registered investment advisory firm based in Kingwood, Texas, founded and led by Peter B. Roth, CFP®, CIMA®. The firm operates with a small team of four employees, three of whom are dedicated investment professionals. RFP specializes in providing comprehensive financial planning and wealth management services to individuals, particularly high net worth individuals, helping clients manage and preserve their wealth. The firm takes a client-centric approach grounded in extensive industry experience, Christian values, and the formulation of tailored, holistic financial plans that address every aspect of a client's life and goals. Their services extend to portfolio management for individuals, small businesses, and institutional clients, delivered from a single office location.
Investment Strategy
Roth Financial Partners LLC employs a comprehensive wealth management and financial planning process for each client, focusing on understanding personal and financial goals, risk tolerance, and objectives. The firm constructs and manages customized investment portfolios primarily for individuals and high net worth clients, using a disciplined process that emphasizes long-term financial planning, asset allocation, and risk management. As an independent advisor, Roth Financial Partners aims to deliver advice driven by clients' best interests rather than proprietary products, with a holistic, ongoing approach to addressing changes in clients’ lives and financial circumstances.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 21.84% | $64.8M | 742,422 | $68.35 | $87.31 | +$2.3M |
I IVV | ISHARES TR | 21.21% | $62.9M | 94,035 | $421.30 | $669.30 | +$5.2M |
S SPY | SPDR S&P 500 ETF TR | 11.97% | $35.5M | 53,348 | $379.60 | $666.18 | +$2.2M |
I IJR | ISHARES TR | 7.87% | $23.4M | 196,513 | $94.92 | $118.83 | +$2.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 6.96% | $20.7M | 108,920 | $145.38 | $189.70 | +$2.6M |