Robert Rosenstock - Investment Mgmt - Financial Advisor / Wealth Management

Profession	Investment Mgmt

Specialty	Financial Advisor / Wealth Management

Group	ENC3

Business Name	Oppenheimer

Title	Senior Director- Investments

Address	10880 Wilshire Blvd 24th Floor Los Angeles, CA 90024-4101

Work Phone	(310)446-7100

Fax	(310)446-7226

Web Site	http://fa.opco.com/robert.rosenstock

Member Since	12/2011

Wealth planning services are the integral part of achieving your financial goals. Whether you're planning college savings for your children, saving for retirement, or protecting your hard-earned assets for the future and your family, I work with you to help determine which of our wealth planning strategies are right for you. Fee for services are based upon a percentage of the assets depending upon the size of the relationship.

Throughout our process of establishing asset allocation plans, we make no presumption on which asset classes may outperform others in the short run. We believe that market-timing efforts are rarely successful over the long term, and involve a level of risk that can be avoided through disciplined strategic asset allocation. Asset allocation, however, is not a one-time event; asset allocations can be changed over time as investment objectives shift due to life events. With ongoing asset allocation recommendations through the Consulting Group, you can make sure that your investments are aligned with your changing financial goals.

*Strategic Asset Allocation
*Investment Management Selection and Due Diligence
*Alternative Investments/Private Equity
*Tax-Free Municipal Bonds
*Estate Planning

Through the Consulting Group of Oppenheimer Asset Management, our clients enjoy access to a selection of investment advisers we believe are among the best. Through a rigorous due diligence process, we search the investment management universe to find advisers that are qualified to manage your money, identifying only those with the investment process, sound organizational structure, performance track record and client service capabilities that make them suitable for you.

Alternative Investments - offers high net worth and institutional investors the opportunity to participate in a wide range of non-traditional investment strategies. We believe that non-traditional strategies are an important part of a sophisticated investor's portfolio. Utilized properly, alternative investments can provide diversification and may help decrease overall investment risk.

We are a leader in offering innovative financial solutions, and we believe that investors who receive continuing guidance and services from professional advisers are best equipped to participate in today's complex financial markets. Our goal is to lower the barriers to alternative strategies by making them easier to understand and to include in investment disciplines when appropriate for suitable investors.

Private Equity - offers high net worth and institutional investors the opportunity to participate in a broad array of private equity strategies. These strategies include direct investments into companies as well as indirect investments into funds and funds of funds (both primary and secondary). Utilized properly, private equity investments can provide diversification, the potential for superior returns, and results that are not correlated to other traditional investment products.

Private Individuals, High Net Worth Families, Business Owners, Retirement plans and Foundations/Endowments that have a minimum of $1,000,000 in investable assets, though situations where future assets will exceed the minimum engagement are

Entertainment, Legal, Manufacturing, Sports and

Oppenheimer has offices throughout the United States and locations in the UK, Israel and China.

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Social Clubs	Grand Havana Room, Valley Crossfit


Charities	Fulfillment Fund, NPR, The Carter Center, Oceana


Graduate Degrees	Attended UPenn (Wharton) CIMA Program


College Degrees	University of Southern Calif BS Business Entrepreneur Prgm


License Number	CA # 0773375

Los Angeles - Investment Mgmt

Specialties: Financial Advisor / Wealth Management