Mission Statement

To LISTEN to each client carefully
To CONSIDER their objectives and risk parameters
To DELIVER on their goals.
Pamela Rosenau

Our Fiduciary Commitment

At the Rosenau Group, we are proud that our business adheres to the highest standard in the financial services industry – The Fiduciary Standard. The Fiduciary Standard is not only a legal requirement but a moral standard to which we model our business to ensure that our client’s wants and needs are the highest priority. We operate as Investment Advisors under the legal requirement to place the client’s interest first in all investment decisions. During a time when confidence and trust has been deeply shaken in the financial industry, we feel it is more important than ever to serve our clients with objectivity, transparency and independent thought.
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The Rosenau Group works with clients to establish appropriate asset allocation that meets their needs and goals.

Our investment solutions are based on a client's risk tolerance, time horizon, income requirements, tax status, estate planning goals, and other individual factors.

The long-term audited performance of The Rosenau Group reflects an ability to outperform the market with lower than average volatility.

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