The ability to offer various investment products is not a guarantee of success.  Rodgers Brothers' in-house research provides unique insights and opportunities for our investors.  Our company provides clients with a concise interpretation of the economic climate, and strategies for operating in the current market.

Rodgers Brothers offers each client a custom designed strategy that involves three phases of investment management:  planning, implementation and control.  Planning involves the assessment of a  client that includes consideration of level of income, net worth, tax status, the needs of the family, investor experience and risk tolerance.  Once a profile has been developed, the client's objective can be reviewed in terms of the expected rate of return, and the relative risk necessary to achieve that rate of return.  Implementation involves the designation of an appropriate allocation mix to meet the objectives within the risk tolerance.  With the asset allocation in place, through fundamental and technical research, the client is provided with specific recommendations to achieve their investment objectives.  Control is the final key to successful investment.  Rodger Brothers systematically monitors and reviews each client's portfolio, ensuring that the investments which have been selected remain appropriate.  Rodgers Brothers' continuous market monitoring also allows our clients to take full advantage of market opportunities as they arise. 

Rodgers Brothers offers additional services in the following areas:

• Portfolio Review - valuations and recommendations on existing portfolios
• Trust Services - estate planning
• Corporate Finance - assistance in arranging the sale of private businesses
• Estate Evaluation - valuations for estate portfolios
• Proprietary Research - for use in portfolio management, not for resale or external use
• Investment Advisor - portfolio management on a fee basis