Roschman Capital Advisors was founded by Jeffrey and Robert Roschman, the two sons of John (“Jack”) Roschman. Between Jack, Jeff and Robert, the Roschman family has over 50 years of investing experience in numerous business and concepts including fast food, casual dining, distribution, technology, real estate, banking and of course the financial markets. Their successes include the founding of Burger Chef, Ponderosa Steakhouses, Snapps Drive Thru hamburgers (sold to Checkers), Papa John’s and Hampton Inns franchises and two community banks - Charter Federal Savings and Loan and Landmark Bank. They have accumulated and developed hundreds of real estate properties throughout Florida, Ohio and other parts of our country. They have personally transacted with some of the largest companies in the US.
Roschman Capital understands the essence of capital preservation, while maximizing returns on investable assets. Our founders have been investing their liquidity in the financial markets for decades and take a conservative and thoughtful approach to ensure capital preservation while maximizing returns through their extensive investment selection process. We invest alongside our clients, in the same strategies and allocations and asset sectors to ensure that our goals and objectives are aligned with yours. Our independence ensures we are not aligned with any institution and have the ability to work with any manager, based solely on their performance and credentials. We are not incented to use any firm’s products or services.
We formed Roschman Capital to bring you our perspective when it comes to wealth management, thoughtful investing and capital preservation. We can guide you through your concerns surrounding your investments, estate and succession planning, tax planning, philanthropic objectives or pre-sale planning for upcoming liquidity events. We can even assist you and your family with your daily business activities such as bookkeeping or accounting services to help you get organized and focus on your personal prosperity.
MAINTAIN AND INSTILL
THE HIGHEST LEVEL OF INTEGRITY,
CHARACTER AND HONESTY
INVEST ALONGSIDE OUR CLIENTS
TO ENSURE OUR GOALS
AND OBJECTIVES ARE ALIGNED
PRIORITIZE CAPITAL PRESERVATION
AND AVOID ANY SITUATIONS
THAT COULD CAUSE A MATERIALLY NEGATIVE
FINANCIAL IMPACT ON OUR CLIENTS
For any inquiries, please call or email us:
6300 NE 1st Avenue, Suite 300, Fort Lauderdale, FL 33334
954-343-2466 | KL@roschmancapitaladvisors.com
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