Rogers Capital Management, Inc. offers a wide array of wealth management services. Which type(s) of account(s) services most closely resembles your needs?
For each type of account, RCM will provide the following:
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Design and implement an academically defined, analytically constructed portfolio custom fitted for each client.
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Carefully evaluate each client’s time horizon, risk tolerance, goal, liquidity needs, and cash flow when developing each custom portfolio.
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Ongoing portfolio analysis utilizing the following:
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MPT measurements from 3-factor model and CAPM
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Test diversification using correlation coefficients
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Measure risk using standard deviation, beta, and Sharpe Ratio
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Back-test asset allocation
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Cost analysis
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Provide detailed and informative quarterly reports and encourage quarterly client/advisor meetings. During these meetings, investment results and strategies will be reviewed to ensure both client and advisor are focused on the same risk/return goals for each portfolio.
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