Funds of Their Very Own | Fee-Only Financial Planners Long Island

Funds of Their Very Own

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.

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