A Comprehensive Investment Process

The hallmark of Roger's investment management process is personalization.  He can help you develop a personalized program tailored to your individual situation.

This includes:

  • Assessment of goals, objectives and your risk tolerance
  • Creation of an investment plan and ongoing review
  • Asset allocation modeling and portfolio structuring
  • Third-party investment firm analysis and selection
  • Ongoing risk management, attribution and performance reporting

Roger works with you to develop appropriate, diversified asset allocation strategies to minimize risk and help maximize return, with an emphasis on capital preservation, growth and tax efficiencies.*

Roger also provides access to institutional money managers - the same institutional-quality investment oversight that billion-dollar funds receive.  This helps you benefit from the wisdom of institutional managers whose experience and expertise typically is not available to the average investor.

*Please note:  Diversification does not necessarily protect an investor from loss in a volatile or declining market.