A complete list of active advisors currently associated with Rodgers Capital Management, LLC

Warmer can help you find a great advisor at Rodgers Capital Management, LLC or one who fits your needs even better.

Rodgers Capital Management, LLC is a state-registered investment adviser that provides discretionary portfolio management for pooled and employer‑sponsored retirement plan assets and also accepts individual and charitable clients. The firm offers investment planning and consulting services for smaller individual accounts, in addition to ongoing discretionary management across equities, mutual funds, ETFs and options. The adviser describes a statistical investment process that emphasizes correlations of volatility among broad indexes, metals, currencies and commodities to identify opportunities, then implements positions using ETFs, options, and individual securities. Portfolios are offered across Conservative, Moderate, and Aggressive strategies, and the firm can manage accounts on a discretionary basis while providing non‑discretionary guidance for retirement plan allocations. Distinctive aspects of the firm include an explicit program to provide investment planning for clients with under $50,000 and the disclosure that consulting services may involve additional compensation rather than relying solely on percentage‑of‑AUM billing. Rodgers Capital also recommends Interactive Brokers for trade execution, discloses access to IB research tools, and describes a volatility‑and‑options oriented approach while managing a modest amount of assets.

To learn more about the advisors currently working at Rodgers Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.