Asset Management, Redefined

Prioritizing individualized strategies, transparent relationships, and an unwavering commitment to you.

Rounick Capital Management LLC:

A California based, fee-only investment advisory firm providing fiduciary wealth management. We serve as a steward of your financial well-being, offering objective advice and placing your interests first.

Learn More

Portfolio Management

Investment Strategy

Emphasizing a tailored approach to investment strategy, individual financial goals and market dynamics receive utmost attention. This dedication leads to...

Asset Allocation

Asset allocation optimizes your portfolio's risk and return characteristics by carefully distributing your investments among...

Risk Assessment

Risk assessment evaluates potential threats to your investment portfolio from both a micro and macro perspective. We examine factors like market volatility...

Finding Value

Our investment philosophy is rooted in the search for undervalued assets with strong fundamentals. We meticulously analyze companies, considering factors such as their competitive advantages, financial stability, and growth potential.

Schedule a call

Tax Loss Harvesting: Navigating Dips with Strategy

Tax loss harvesting is a nuanced strategy that astute investors employ to manage their tax liability, especially against the backdrop of...

The Dollar's Strength: A Double-Edged Sword for the U.S. Economy

The Bloomberg Dollar index is poised for the longest ever run of increases in data going back to 2005. Driven by various factors,...

Inflation Subsides to 2.97% in June

With inflation finally abating and real yields on Treasury bills showing signs of positivity, we find ourselves at a crucial crossroads...