ROCHESTER INVESTMENTS

Overview

Rochester Investments is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm, SEC-registered in 2020 and owned by an individual, runs a fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements. Client relationships emphasize discretionary portfolio management; the firm reports all of its AUM as discretionary. Rochester Investments tilts its allocation toward pooled public funds rather than concentrated individual-stock portfolios. It does not identify as an active ESG investor. Advisory work centers on traditional wealth management and planning for individual and family clients rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices