Institutional Investing

Structure is the strategy

In addition to its institutional clients, Rogers Wealth Group serves as investment manager for a select group of individuals and families. Portfolio strategies are derived from our institutional models and then finely tuned according to the goals established for each account through our comprehensive Wealth Management process. Tax-advantaged trading is even included for all non-qualified accounts. As with any Rogers Wealth Group investment strategy, our goal is to increase returns through selective risk targeting and advanced portfolio design.

Getting what you don’t pay for.

Bobcat. Photo by Kevin C.