Rogers Invesment Advisords

Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California and can accept clients throughout the United States. Our firm specializes in providing high-quality, personalized investment services to high net worth individuals, small foundations, and businesses.

At Rogers Investment Advisors, we understand that each of our clients has unique investment needs and goals. That's why we provide a high level of personalized service, tailoring our investment strategies to fit the specific needs and preferences of each client. Our team of experienced investment professionals is dedicated to helping our clients build and preserve wealth through careful, strategic investment planning.

Our Services

Our primary services are discretionary and non-discretionary portfolio management, focusing on publicly-listed securities. We offer a comprehensive range of investment management services designed to meet the unique needs of our clients.

*Discretionary Portfolio Management*: This service allows us to make investment decisions on your behalf, based on your stated investment objectives and risk tolerance. We use a variety of quantitative tools and in-depth market research to make informed investment decisions, ensuring that your portfolio is always aligned with your goals.

*Non-Discretionary Portfolio Management*: This service allows you to maintain control over your investment decisions, while still benefiting from our expertise and guidance. We work closely with you to develop an investment strategy that meets your needs, and then provide ongoing support and advice to help you make informed investment decisions.

*Customized and Diversified Portfolios*: We believe that a well-diversified portfolio is key to long-term investment success. That's why we take a holistic approach to portfolio management, considering a wide range of asset classes, investment styles, and market sectors. Our goal is to provide our clients with a customized portfolio that is tailored to their specific needs and risk tolerance.

*Access to World-Class Fund Managers*: We have access to many of the world's top fund managers, allowing us to provide our clients with a wide range of investment options. Our team carefully vets each fund manager to ensure that they have a strong track record of success and a proven investment strategy.

*No-Commission, Asset-Based Advisor Pricing*: We believe in transparency and fairness when it comes to pricing. That's why we charge a simple, asset-based fee for our services. We never charge commissions or hidden fees, ensuring that our clients always know what they are paying for.

Meet Our President

Timothy A. Rogers, President of Rogers Investment Advisors, LLC, has over 25 years of experience in the financial industry. Prior to establishing his own company, Mr. Rogers served as Chief Financial Officer of two public companies in Silicon Valley and as a Vice President of Investment Banking with major investment banking firms. He also worked as a business strategy consultant at Bain & Company.

Mr. Rogers received his Bachelor's Degree from Dartmouth College and his Master's Degree from Stanford University Graduate School of Business. While working on Wall Street, Mr. Rogers completed the Salomon Brothers Sales & Trading training program and rotated to various positions on the trading floor. He subsequently worked in several offices of Salomon Brothers and J.P. Morgan in the United States and Asia, most recently as branch manager of the J.P. Morgan Taipei office.

While in Asia, Mr. Rogers had extensive experience working in the areas of structured assets and private banking, where he completed numerous complex fixed income and derivatives transactions, as well as marketed private banking services regularly to some of the most affluent entrepreneurs in the region. While a CFO, Mr. Rogers had investment authority over approximately $150 million in money market and fixed income securities.

Mr. Rogers' extensive experience and deep knowledge of the financial industry make him a valuable asset to our clients. His dedication to providing personalized, high-quality investment services has helped to build Rogers Investment Advisors into the successful firm it is today.