Rodgers Brothers, Inc.

Overview

Rodgers Brothers, Inc. is a privately owned corporation that provides fee-based portfolio management to individuals, families, small businesses, investment companies and institutional clients. The firm charges advisory fees as a percentage of assets under management and is registered with the SEC (initial registration 2002). Its advisory services include discretionary portfolio management across client types; it is not set up as a capital allocator or a pension consultant and is not identified as an active ESG investor. Rodgers Brothers reports a trust company industry affiliation but otherwise operates independently rather than as a related adviser or part of a multi-state adviser network.

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Location & Offices