Business Details
15 Years
experience
Trusted Financial Advisers in San Francisco Bay Area
Rogers Investment Advisors is a boutique concierge wealth management firm dedicated to delivering personalized financial solutions. With decades of experience in investment banking, corporate finance, and private banking, our team specializes in discretionary and non-discretionary portfolio management for high net worth individuals, small foundations, and businesses. Our approach combines rigorous analysis with tailored strategies, leveraging access to world-class fund managers and asset-based pricing. We prioritize discretion, confidentiality, and client-centric service, ensuring every decision aligns with our clients' long-term goals.Our expertise spans asset allocation, tax strategy, estate planning coordination, and quarterly performance reporting, supported by a commitment to transparency and ethical standards. Founded by a seasoned professional with a background at Stanford, Salomon Brothers, and J.P. Morgan, we blend institutional-grade expertise with personalized attention to optimize financial outcomes.
Services
Wealth Management
Portfolio Management
Asset Allocation
Financial Planning
Tax Strategy
Estate Planning Coordination
Investment Policy Statement
Quarterly Performance Reports
Disbursement Services
Client Consultations
Details
- Year established: 2011
Highlights and features
- We offer over 20 years of experience in investment banking and private wealth management.
- Our team provides customized, tax-efficient investment strategies tailored to client needs.
- We maintain discretion and confidentiality in all client relationships.
- Our asset-based pricing model ensures alignment with client success.
- We coordinate with legal and tax advisors for holistic financial planning.
Services
Wealth Management
Our wealth management services provide holistic strategies for high net worth individuals, combining portfolio optimization, tax efficiency, and long-term financial goals. We tailor solutions to preserve and grow assets while aligning with client risk tolerance and liquidity needs. Our approach integrates market insights and institutional-grade resources for personalized outcomes.
Portfolio Management
We offer discretionary and non-discretionary portfolio management, focusing on diversified public securities. Our process includes asset allocation, manager selection, and rebalancing to maintain strategic alignment. Clients benefit from tax-aware strategies and access to global fund managers, ensuring portfolios adapt to evolving market conditions and personal circumstances.
Financial Planning
Our financial planning services integrate investment management with comprehensive life goals. We analyze cash flow, estate plans, and tax returns to create actionable roadmaps. Quarterly reviews ensure plans remain aligned with changing needs, while coordination with external advisors guarantees seamless execution of complex financial strategies.
Tax Strategy
We develop tax-efficient strategies to minimize liabilities across taxable and tax-advantaged accounts. Our approach includes timing asset sales, utilizing tax-loss harvesting, and coordinating with accountants. By aligning investment decisions with tax planning, we enhance after-tax returns while maintaining portfolio diversification and growth objectives.
Estate Planning Coordination
We collaborate with legal and tax professionals to implement estate plans for clients with trusts, foundations, and complex holdings. Our role includes managing assets in living trusts, charitable trusts, and college savings plans, ensuring investment policies support legacy goals and regulatory compliance.
People
Timothy A. Rogers
President
Timothy A. Rogers leads the firm with 25+ years of experience in investment banking, corporate finance, and private banking. A Stanford MBA graduate, he previously served as CFO of public tech firms and managed J.P. Morgan's Taipei office, specializing in structured assets and derivatives.
Questions
What services does Rogers Investment Advisors offer?
We provide wealth management, portfolio management, asset allocation, tax strategy, and estate planning coordination for high net worth individuals and businesses.
How do you tailor financial plans to individual clients?
We conduct detailed interviews, analyze financial statements, and create customized asset allocations. Quarterly reviews ensure strategies adapt to changing goals and market conditions.
What is your fee structure?
We use asset-based pricing with no commissions, aligning our success with client portfolio growth while maintaining transparent cost structures.
Do you work with clients outside the U.S.?
While based in California, we serve clients throughout the United States but do not currently offer services internationally.
How do you handle tax considerations in portfolio management?
We implement tax-loss harvesting, strategic asset sales, and coordination with accountants to optimize after-tax returns across taxable and tax-advantaged accounts.
