Successful investment management requires the understanding your goal(s) for the investment as well as the time horizon, taxability, and your tolerance for risk. It takes wisdom, experience, discipline, and patience to build and manage a portfolio that can achieve your goals.
At R. W. Rogé & Company, Inc. we believe in a modern approach to investing. Unlike the 99% of investment managers who rely on outdated research from over two decades ago, we employ innovative strategies that address today’s market realities.
Our investment philosophy centers on mitigating idiosyncratic risk by diversifying across unique asset classes, often overlooked by traditional portfolios. We prioritize low costs and tax efficiency through the strategic use of index funds and municipal bonds.
The term managed account is often interchanged with the term portfolio management. A managed account is a professionally managed portfolio of securities. It offers the opportunity for portfolio customization, individual tax planning and risk management. Each managed account has a specific objective, which guides the manager in assembling the account’s portfolio.
To speak with a Senior Wealth Advisor regarding investment or portfolio management, please contact R.W. Rogé & Company, Inc., at 631.218.0077.
You can also send us a message by clicking here.
