SOURCE: Roda Asset Management

Roda Asset Management, investment advisor firm for high net worth investors, Miami FL.

November 05, 2009 18:15 ET

Seminar by Award-Winning Portfolio Manager of Roda Asset Management Asks "Is Your Portfolio Built for the Future?"

MIAMI, FL--(Marketwire - November 5, 2009) - With investors still reeling from the market crash of 2008, and research showing that many high net worth investors are unhappy with their current investment advisor, investment and wealth managers are scrambling to prove their value and assure clients that they have controls in place that will mitigate future market upheaval.

With this backdrop Roda Asset Management ( announces a seminar that every high net worth investor should attend. The seminar -- Is Your Portfolio Built for the Future? -- will examine the reasons for the 2008 market crash in a new light, and how investors can be better prepared for the next one. The seminar will be held at the Ritz-Carlton Coconut Grove on November 17, 2009, and presented by David M. Roda, CFA, president of Roda Asset Management and an award-winning portfolio manager of 20 years. While at Dresdner Bank, an investment team lead by Mr. Roda won the coveted Fuchsbriefe "Top Portfolio Manager" award (for global investing excellence) for three years running, 2005 through 2007.

While economic factors and public policy have been examined at length, there has been less discussion and awareness of how many investment professionals' analysis and portfolio construction processes exacerbated the falling investment values realized by clients. Roda explains: "Standard investment analysis process -- in place at almost every investment advisor practice -- depends much too heavily on historic data and 'old news' in constructing clients' portfolios. Moreover, most firms depend on 'cookie-cutter' investment models that almost guarantee mediocre returns and aren't tailored to the individual client."

The seminar will outline how, while market surprises are inevitable, investors can be better prepared for the next one. Mr. Roda will offer his analysis of current market conditions and forecast the next market cycle. He will also discuss "what every investor should know" in hiring an investment advisor. "There's far too much that clients do not know about how their money's being managed. I have a passion for investing and think it's incumbent on us, as investment professionals, to do all we can to educate investors," said Roda.

Please contact Nicholas Moss at (305) 670-4322 or for further details.

Contact Information

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    Mike Slemmer
    The Collaborative