Company Overview
Roth Investment Management, headquartered in Weldon Spring, MO, focuses on generating attractive returns for its investors through investments in global equity markets and is 100% employee owned.
We employ a value-oriented investment strategy highlighting companies with attractive long-term prospects and consistent, or growing, cash flow generation yet are undervalued by the market due to misconceptions regarding the true value of the company.
We perform thorough and thoughtful fundamental analysis selecting companies with long-term prospects.
We invest with an emphasis on identifying a “margin of safety” seeking to provide true value creation for our investors.
Investment Team
BRADY RITCHEY, FOUNDER AND CHIEF INVESTMENT OFFICER
Brady Ritchey founded the firm in 2018. He is responsible for managing the Opportunity strategy. Brady’s prior experience includes the Federal Reserve Bank and Mindshare Capital Management. He holds a Master of Science in Finance from Webster University and completed the Value Investing program at Columbia Business School.
Brady is a registered investment advisor in the states of Missouri and Illinois.
In addition to Roth Investment Management, Brady also teaches International Financial Strategies at St. Louis University as well as Finance and Investments at Webster University.
Services
Roth Investment Management is a fiduciary, which is legally bound to act in our client’s best interest. We can manage your money in a wide variety of accounts including; Roth IRA Traditional IRA, Trust, standard brokerage account, Inherited IRA accounts, solo 401k, and more.
For those with a 401(k) or 403(b) accounts, we cannot manage your account directly, yet we can provide advice while you are employed. If you change jobs or retire, we can help you rollover your 401(k) account into a traditional or Roth IRA that we can manage for you.
We can also work with you to develop a financial plan, set goals, and have follow up meetings to assist you and/or your family in meeting your objectives.
Roth Investment Management is a fee-based registered investment advisor acting as a fiduciary for clients. We offer customized individual solutions as well as equity (stock) and fixed income (bond) strategies. We also seek to work with other investment advisors wanting to diversify their client’s portfolios.
For more questions, please check our Frequently Asked Questions.