Why Choose Rounick Capital Management?
In a world swarming with flashy investment firms, the allure of big names can often mislead investors. Hidden beneath this façade are costs that erode your wealth, leaving you puzzled as to why your returns lag behind the market.
Big-name companies can leave their clients feeling like just another number in a database. They hide their clients' wealth within indistinguishable portfolios. Distant managers often shirk the critical task of investment selection to mutual fund managers. This baton passing can increase indirect fees for an investment account *
Rounick Capital Management LLC is a hands-on boutique asset management company that believes in the value of bespoke investment solutions. We don't hide behind mutual fund managers. Instead, we diligently pick investments that align with your goals and circumstances.†
We pride ourselves on providing clients with a one-on-one relationship with our founder and Investment Manager, Gustaf Rounick. This ensures an intimate understanding of your unique financial landscape. A lifelong investor, Gustaf, applies the wisdom from decades of investing in handcrafting investment strategies tailor-made for you.
Our clients aren’t followers. They're intelligent individuals seeking authentic value over flashy marketing. They value clear, transparent, and insightful strategies over hyped-up, mass-marketed products.
With RCM, you prioritize personal attention, expert investment selection, and a deep commitment to your unique financial journey. We champion smart, prudent investing to make your money work harder and smarter.
* The average expense ratio for actively managed equity mutual funds in 2022 was 0.66%, as reported by the Investment Company Institute (source).
† While we do not allocate capital mutual funds, in certain situations we may allocate a portion of the portfolio to ETFs in order to gain exposure to a certain sector such as Energy (XLE) or instrument such as Treasury Bills (BIL) or asset class such as an ultra short bond or CLO ETF.