Growth Focused. Client First.

For more than forty years, Roanoke Asset Management has offered clients long-term investment strategies for building wealth focused on growth stocks.

Our approach to investing is knowledge-driven, and laser-focused on growth. We offer three actively managed strategies: All-Cap Growth, Growth & Income and Fixed Income as well as bespoke equity and balanced portfolios tailored to meet specific client objectives.

All-Cap Growth

Our flagship strategy invests in companies across the spectrum of market capitalization with an average market-cap approximating $6 billion as of December 31st, 2020.

Growth & Income

Our Growth & Income strategy invests in companies that have reached a maturity stage when cash flows are sufficient to both reinvest in the business to support above-average growth and return cash to shareholders in the form of dividends and stock buybacks.

Fixed Income

Roanoke offers actively managed fixed income portfolios that reflect the Firm’s perspective on duration and issuer-specific credit characteristics, balanced with client income requirements.

Bespoke Portfolios

We recognize that investing is personal and offer customized portfolios designed to match return goals, risk tolerance and income needs as well as individual tax circumstances.