Rochester Investments provides investments management services and advice to help you with your financial goals and needs through:
- A personalized approach to wealth management that starts with your goals and includes key aspects of your financial life.
- A wealth management strategy with advice and investment guidance that adapts to your unique life experiences.
- A dedicated financial advisor backed by industry support teams.
We believe that wealth management should be designed to reflect your needs and goals. We will work with you to understand your situation and build a wealth strategy that aims to align with your objectives today, tomorrow, and into the future.
From investment and retirement planning, to tax information, education, and family support, we try to mirror your investments to your short-term needs and long-term goals.1
We can build professionally managed portfolios that aim to meet specific investment and liquidity goals like steady income, diversification, or personalized indexing. Our investment professionals can work with you to assess your financial needs and recommend portfolios that may be appropriate for you.
The investments we chose fall in either of these two categories: – Equity or Fixed Income. We use stocks for growth and fixed income for interest from bonds and CDs.
We know the power of choice is important, and as such we take your considerations when we manage your investments. Having the freedom to choose means greater flexibility to meet your specific investing needs and goals, and long term objectives.
There are certain eligibility requirements for working with us. We may decide to waive these requirements if we are willing to do so.
1. Certain services may be provided by affiliated professionals and third-party firms. Rochester Investments does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor when such advice is necessary and appropriate.
