A complete list of active advisors currently associated with Rogers Consulting Associates, Inc.

Warmer can help you find a great advisor at Rogers Consulting Associates, Inc. or one who fits your needs even better.

Rogers Consulting Associates provides investment advisory, asset management, and financial planning services to individuals, high‑net‑worth clients, trusts, estates, corporations, and pooled investment vehicles. The firm also serves as investment adviser to a private investment vehicle (R&A Investment Strategies, L.P.) and offers insurance recommendations through its licensed insurance agency. Advisory services are delivered on a tailored, primarily discretionary basis and draw on a mix of analytical methods (including fundamental and technical analysis) and strategies such as long‑ and short‑term positions, options and margin transactions. For the private fund, the firm adheres to the investment strategy and restrictions set forth in the fund’s offering memorandum and treats pooled vehicle management as a distinct client service. The firm’s structure is notable for combining private fund sponsorship and pooled‑vehicle management with an affiliated accounting practice, where its principals hold CPA credentials and may refer tax or accounting clients between entities. Rogers Consulting Associates is also a licensed insurance agency and, because a firm principal is the general partner of the private fund, the firm is deemed to have custody of the fund’s assets—operational and regulatory arrangements that are less common among similarly sized supported advisers.

To learn more about the advisors currently working at Rogers Consulting Associates, Inc., 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.