Growth Focused, Research Driven

  

Roanoke Asset Management is a stable and experienced organization that was established 28 years ago.  Our seasoned portfolio management team has a long and continuous work relationship that spans over twenty years.  We specialize in growth investing with a developed expertise in the small-cap sector.

 

Roanoke currently manages over $260 million for corporations, public funds, foundations, endowments and high net worth individuals.  A representative list of clients includes Children’s Aid Society, Protestant Episcopal Cathedral Fund, and the Town of Palm Beach Employees’ Retirement System.  Private clients appreciate Roanoke’s tax efficiency; because we are strategic investors, portfolio turnover is low and most often results in long-term capital gains.

 

At Roanoke, equity decision making is viewed as a team effort with each portfolio manager having clearly defined industry responsibility and accountability.  The portfolio managers share a common open office to facilitate the free flow of market information and investment ideas.  This approach enables the managers to identify trends and quickly focus their research so that investment decisions can be made in a timely manner.