- To be a valued partner in the financial success of my clients.
- Getting to know my clients and their needs.
- Providing prudent investment advice.
- Providing unwavering integrity.
- Developing innovative and customizable portfolio strategies.
If you are like most people, you may not know all of the investments you hold, why you own them or how many of them fit together. In fact, you probably are not sure how well – or how poorly those investments are doing. That is not surprising, especially if you do not have the time or a proper framework for investing. Don’t you wish you had someone to help you, someone in your corner, someone you can trust?
Wealth Management Approach
My job as a Portfolio Manager is to help my clients accumulate and preserve wealth. I accomplish this through a disciplined investment process, which I created and manage called the Volatility Stabilizing Strategy (VSS). VSS is a disciplined and effective portfolio process. VSS attempts to achieve returns that exceed the market through:
- Careful selection of stocks with strong balance sheets.
- Screening for excellent companies with a propensity to move more than the market. (Up or Down)
- Executing a distinct buy side strategy when stocks fall as well as a distinct sell side when stocks rise.
- Recognizing that cash is king and that having cash on hand allows my proprietary formula, VSS, to truly take advantage of market swings.
Mr. Rosso currently resides in Lincroft, NJ with his wife and three children.
About Regal Securities
Regal Securities, Inc., member FINRA/SIPC, was established in 1977 as an independent brokerage firm known for select service and flexibility. Over three decades, Regal has evolved into a diversified financial services firm and is dedicated to providing the highest quality investment services, product diversification and execution to a broad range of clients.
Regal registered representatives and advisors have the independence to manage their own business and receive customized solutions for their evolving practice without the restrictions of larger firms. In doing so, we offer our representatives the freedom and flexibility to excel at their business and in turn, provide superior service to their clients.
National headquarters are located at 950 Milwaukee Avenue, Suite 101, Glenview, IL 60025 with branch and local offices nationwide.
800 The Plaza
Sea Girt, NJ 08750
Mr. Rosso has over 15 years of institutional and individual investment experience. Prior to joining Regal Advisory Services, he was a financial advisor at Wachovia and before that at Morgan Stanley. He holds his Series 7, 63, and 65 security licenses. Currently, Mr. Rosso is a Portfolio Manager with Regal Advisory Services and a Senior Investment Consultant with Regal Securities. He is responsible for research and execution of the buy-and-sell strategy. He also assists his clients with business development by customizing and implementing their investment strategies.
Independent Registered Representative of Regal Securities, Inc., 950 Milwaukee Ave., Ste. 101, Glenview, IL 60025, 1-877-488-6534.
Anthony Rosso is a Registered Representative of and offers securities through Regal Securities, Inc. member FINRA / SIPC, a registered broker-dealer and advisory services through Regal Advisory Services, Inc.