A complete list of active advisors currently associated with Rogers Investment Advisors, LLC
Warmer can help you find a great advisor at Rogers Investment Advisors, LLC or one who fits your needs even better.
Rogers Investment Advisors, LLC is a state-registered, single-advisor investment adviser that provides investment management, pension plan consulting, financial planning, tax preparation and administrative/bookkeeping and bill‑payment services. The firm reports approximately $70.6 million in discretionary assets under management for a small number of clients, including individuals, trusts, endowments and pension plans. RIA generally pursues a highly diversified investment approach that can include domestic and international equities, fixed income, mutual funds, ETFs, separately managed accounts and—if requested—real estate and private loans, and it may use derivatives, futures and other commodity interests as part of its strategies. The firm offers both discretionary portfolio management and non‑discretionary consulting (notably for pension plans), conducts regular performance reviews and monitors Independent Managers when they are engaged. Distinctive features in the brochure include an explicit pension‑consulting role in which RIA may act as a co‑fiduciary, prepare and monitor investment policy statements and advise plan sponsors and committees, and the firm’s willingness to work with institutional clients in addition to individual accounts. The brochure also discloses potential use of commodity interests and derivatives while noting RIA is not registered as a commodity pool operator or trading adviser and describes in‑house tax preparation and bill‑payment/bookkeeping services, a combination of activities that is less common for a solo independent adviser.
To learn more about the advisors currently working at Rogers Investment Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Palo Alto, CA
| 21
|
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