Roanoke

is an Algonquian word for money or currency. We chose Roanoke as our name because it is quintessentially American and an homage to the extraordinary opportunities for accumulating wealth available to investors in U.S. publicly traded companies.

Also, it is a name that does not refer to us, but instead to the objectives of our client-centric practice.

Dream it.

The American economy has been a driver of global economic growth for over a hundred years. Our system encourages risk-taking and innovation, resulting in the development of breakthrough technologies or business approaches in virtually every sector. We continually monitor these trends and their impact on both existing and prospective holdings to ensure that client portfolios are well-positioned.

Build it.

Our investment practice and our close client relationships, give us access to successful entrepreneurs whose visions have transformed entire industries. These insights, in turn, enable us to advise on the most effective ways to optimize wealth and tax planning.

Grow it.

Our clients entrust us with the stewardship of their financial well-being, a responsibility we take seriously. We recognize that no two clients are alike and so work with each relationship to appropriately structure asset allocation, risk and reward potential.