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.