Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions. Our approach to capital allocation is value-driven and utilizes multiple asset classes across a global platform.
All members of the firm are partners with a vested interest in the success of the organization. This critical distinction supports our unique approach to financial relationships. The partners of Roundview Capital serve as a family CFO and financial concierge for their clients.
Roundview Capital does not sell products or receive commissions. Our independent compensation structure aligns goals and interests across the relationship spectrum. We customize a financial program that fits the unique needs of our client families. Accordingly, only a limited number of new clients are accepted to the firm every year.
Owls have long been symbols of wisdom and insight. They are uniquely gifted with outstanding vision because they are capable of fully rotating their heads and seeing in the dark. At Roundview Capital, we manage client capital wisely and insightfully utilizing a disciplined, value-oriented, and research-driven investment process. Each client benefits from our well-rounded team of professionals who have domain expertise in all core aspects of wealth management.