Rovin Capital

Rovin Capital LLC is an Arizona-based investment advisory firm founded in September 1978 and incorporated in 1984. The firm offers fee-based financial planning and investment advisory services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. RC provides personalized financial planning services covering areas such as asset allocation, risk management, tax planning, retirement and estate planning, and portfolio analysis. The firm also offers portfolio management services with a focus on growth and risk management. RC may recommend third-party investment advisers based on clients' needs. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have the option to implement RC's recommendations through Schwab or other broker-dealers. RC does not have custody of client assets and recommends using qualified custodians like Schwab. The firm does not vote on client securities and does not accept proxy voting authority. RC does not require prepayment exceeding $1,200 and has no financial commitments impairing its ability to meet obligations.