Held-Away Asset Management

If you have held-away assets, like an employer-sponsored retirement account, you most likely don’t have all of your accounts efficiently invested in alignment with your broader financial plan.

Here are some of the benefits of our held-away assets program, available exclusively to R.W. Rogé & Company, Inc. clients:

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Call 631.218.0077 or keep reading for more information.

Holistic Planning

We have the capability to monitor and trade your held-away accounts, such as 401(k), 403(b), etc., to ensure that all of your financial accounts are working together towards achieving your financial goals.

Asset Location

We help you optimize your tax strategies to grow your wealth and can allocate your investments across taxable and tax-deferred accounts more quickly and efficiently.

Consolidated Reporting

Imagine if you had 10 accounts and received 10 different statements. Do you really know what the performance is on those 10 accounts. For most people, the answer is “no.” We can provide additional insight by showing you what’s happening in your portfolio in a consolidated report.

Peace of Mind

We provide confidence by keeping your portfolio aligned with your risk tolerance. We do this by continuously rebalancing and monitoring your accounts as needed.

Take the First Step Towards Financial Freedom

Complete our “Getting to Know You” form below, contact our office at 631.218.0077, or e-mail us at info@rwroge.com
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