ROGERS INVESTMENT ADVISORS, LLC

Overview

Rogers Investment Advisors, LLC is an independent, individual-owned registered investment adviser that acts as a capital allocator for a small number of high-net-worth individual and family clients. The firm’s advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers and, notably, CPO/CTA activity, indicating the capability to manage or advise on commodity or futures strategies. Fee arrangements are flexible — the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements — which suits both ongoing discretionary mandates and project-based planning work. Investment preferences skew strongly to liquid equity exposures. The firm’s filings identify equities, and specifically exchange-traded equities, as the primary asset preference. Rogers Investment Advisors appears to construct concentrated, discretionary portfolios tailored to a small client base rather than pursuing broad retail scale, and it supplements equity allocations with mutual funds and third-party real estate managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices