History and Philosophy
 

 



History 

Mark and Gary Rodgers incorporated Rodgers Brothers Inc. as a full service investment firm in 1985.   Prior to that,  Mark and Gary worked for A. E. Masten, a regional broker dealer with deep roots in Western Pennsylvania.  In 1985, a larger national firm acquired A. E. Masten, and all local control and interest evaporated.  The ensuing changes witnessed by Mark and Gary lead them to conclude that the interests of the investors were not being properly served.    The consolidation process was one of promoting standardized recommendations for  packaged products.

The founders of Rodgers Brothers felt that financial success for investors could best be  achieved through the careful selection of investments  that were  tailored to the needs of the individual.  A thorough understanding of the individual's financial goals blended with the risk tolerance of the investor would serve to direct the individualized product selection.  It was this drive to serve those clients who were seeking individualized wealth management s that caused the Rodgers brothers to open their full service investment firm.  The focus on service to clients has remained clear through the history of the firm. 

Philosophy

Rodgers Brothers has several driving factors in its approach to investments and its customers.  We believe that the market is extraordinarily complex and constantly changing.  Our service begins with continual study of both the market dynamics and the individual companies that comprise the market.  With an overwhelming amount of market data readily available to the public, the true value is found in the interpretation of the data.  Careful analysis and interpretation of the date can yield the knowledge to direct investment decisions.  Knowledge and decision making will not succeed without the stamina to endure difficult markets and stay focused on goals.  The value of Rodgers Brother's service is the definition of individual investment goals, the maintenance of a focus on those goals, the selection of investment products that will achieve the goals, and the calm counsel that allows investors to stay with their investment plan in spite of market variation.