Sean Hanna R.W. Roge & Co is a Bohemia, New York based RIA run by Ron Roge.  He uses the fund for friends and family of current clients who do not yet have the assets to use the firms wealth management services.  Roge Partners has $11 million in AIM.  So far this year the fund...Read More

Sarah E. Needleman Ron Roge, a wealth manager in Bohemia, N.Y., set up Roge Partners Fund in 2004 to provide an affordable investment opportunity for friends and family of R.W. Roge & Co. clients who otherwise don’t have enough assets to qualify for the firm’s services. “Eventually we hope they become wealth-management clients,” Mr. Roge says....Read More