ROXIE WEBB SECURITIES MANAGEMENT WAS
FOUNDED ON AND REMAINS COMMITTED TO FIDUCIARY RESPONSIBILITY.
SECURITY
Roxie Webb Securities’ Management is a
Registered Investment Advisory firm, a wealth management company. RWSMI specializes in
creating securities’ portfolios that are unique for each client. We actively manage all of
our portfolios with an emphasis on conservative and proven techniques with equal weighting
on fundamentals and pricing considerations.
Roxie Webb Securities
Management was founded on and remains committed to fiduciary responsibility. That obligation
is to put the clients’ best interests above any other considerations including any
"conflicts of interest."
The majority of financial products and
advice are driven by commissions paid to sales people. Commissions involve an unavoidable
conflict between the sales person’s compensation and the client’s needs.
Roxie Webb Securities Management is a "fee
only" company selling no products of any kind. There are no hidden costs, and the business
premise and history of Roxie Webb is that clients who receive real value in the form of
financial results will be long term clients.
"Real value" means doing well with the
monetary assets under management, but it also includes the peace of mind that comes with
knowing your assets are being managed by an experienced professional-a professional with no
conflicts of interest.
The "Prudent Man Rule," is the standard for
every trade we make and for the financial guidance we provide at Roxie Webb Securities’
Management. The "Rule" states that a fiduciary "must act as a prudent man or woman would be
expected to act, with discretion and intelligence to seek reasonable income, preserve
capital, and, in general, avoid speculative investments."
Creating wealth with a securities
portfolio, managing it, and preserving legacies is what the Roxie Webb companies have been
providing in Prescott since 1961.