Monette de la Rosa

Portfolio Associate at Bingham, Osborn & Scarborough LLC

Monette de la Rosa

Monette de la Rosa

Portfolio Associate at Bingham, Osborn & Scarborough LLC

Overview
RelSci Relationships

56

Relationships
RelSci Relationships are individuals Monette de la Rosa likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer & President at Boston Private Financial Holdings, Inc.

Relationship likelihood: Weak

Client Administration Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Weak

Finance & Business Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Weak

Estate Planning Advisor at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Weak

Portfolio Operations & Technology Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Weak

Compliance Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Weak

Client Service Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Weak

Head of Operations at The Presidio Group LLC - California

Relationship likelihood: Weak

Professional at Rand Wealth LLC

Relationship likelihood: Weak

Former Office Coordinator at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Weak

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Monette de la Rosa
Portfolio Associate at Bingham, Osborn & Scarborough LLC
Career History
Portfolio Associate
Current

Bingham, Osborn & Scarborough's (BOS) investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. BOS diversifies portfolios among major investment markets that may include: U.S. dollar cash instruments; high-quality short to intermediate term U.S. dollar bonds and notes; foreign bonds and notes; specialty U.S. common stocks such as technology and real estate; large company U.S. common stocks; small company U.S. common stocks; foreign stocks (including emerging markets); and commodities (including precious metals such as gold and silver).In general, when BOS recommends the purchase of securities, they recommend purchases of managed portfolios, such as mutual funds, ETFs, fixed/variable annuities, and separately managed accounts of individual stocks or bonds (e.g., Breckinridge Capital Advisers, SNW Asset Management, Aperio Group). BOS may recommend alternative investments, such as limited partnerships, private placements and hedge funds, although they are not the predominant portion of BOS-managed client portfolios.

Other Affiliations

Monette de la Rosa is affiliated with Bingham, Osborn & Scarborough LLC