Start with a strategy.
End with a customized portfolio.
Our StrategicAccess Portfolios are custom designed portfolios that allow clients to meet specific strategic objectives. This service is recommended for individuals or organizations with investment portfolios of at least $1.2 million. StrategicAccess Portfolios offer flexibility for those seeking globally diversified, value-oriented portfolio management. This service offering is appropriate for pension plans, foundations, endowments and individuals.
To learn more about this service and other exclusive offerings, please contact us for a complimentary personal consultation today.
StrategicAccess® Portfolios is a registered service mark of R.W. Rogé & Company, Inc. All Rights Reserved.