Important Disclaimers
Rodgers Brothers, Inc. (“Rodgers Brothers”) is a Registered Investment Advisor (“RIA”), located in the Commonwealth of Pennsylvania. Rodgers Brothers provides investment advisory and related services for clients nationally. Rodgers Brothers will maintain all applicable registration and licenses as required by the various states in which Rodgers Brothers conducts business, as applicable. Rodgers Brothers renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at Rodgers Brothers (“Website”) or any of the information or services provided by Rodgers Brothers (collectively “Rodgers Brothers”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Rodgers Brothers in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Rodgers Brothers reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on 05/02/25.
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Rodgers Brothers and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Rodgers Brothers does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Rodgers Brothers, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Rodgers Brothers will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us at 724-473-4003 to request a free copy via .pdf or hardcopy.
Privacy Disclosures
Rodgers Brothers is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.
Rodgers Brothers does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to “do not track” requests because we do not track you over time or across third party websites to provide targeted advertising.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.
For a copy of the Rodgers Brothers Privacy Policy, please click here.
Email Disclosures
Rodgers Brothers often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Rodgers Brothers makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Rodgers Brothers does not accept trading or money movement instructions via email or voice message.
As a registered investment advisor, Rodgers Brothers emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Rodgers Brothers or the securities regulators.
If you have received an email from Rodgers Brothers in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us at 724-473-4003.
Social Websites
Rodgers Brothers may utilize third-party websites, including social media websites, blogs and other interactive content. Rodgers Brothers considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Rodgers Brothers generally retains copies of information that Rodgers Brothers or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Rodgers Brothers or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Rodgers Brothers’s advisory persons after entering into an advisory agreement and provided Rodgers Brothers with all requested background and account information.
If you have any questions regarding our policies, please contact us at 724-473-4003.