We cordially invite you to a conference call for investment professionals:
Offshore Investment Management:
The Next Dimension in Asset Protection and Risk Management
Wednesday, October 8, 2008
1:00 PM EST / 10:00 AM PST
Beyond the current market turmoil, high net worth clients today face tremendous potential risk, from Sarbanes-Oxley to civil litigation. Weathering this financial storm requires advanced strategies for risk management, asset protection, and diversification. Offshore investment management should be considered as part of an estate or financial plan for any high net worth individual who is looking to fully preserve and diversify wealth. Join us to learn more about tax-compliant, cost-effective solutions to help shelter your clients from the storm.
Featuring:
Neal B. Rubin
Managing Director
Rochdale Offshore Investment Management
Hosted by:
Derek A. Roy, AIF®
Vice President – Investment Consulting
Rochdale Investment Management
Please send advance questions to info@rochdale.com.
For more information about Rochdale's services for CPAs, please click here or sign our guestbook.
To participate in the call, please follow the simple steps below:
· Shortly before the call is to begin, dial 888-481-7939 (toll free) or 617-847-8707 (international) and specify Passcode # 626182 91.
· You will be transferred to call on a listen-only basis.
· We suggest you call in at least 5 minutes ahead of time.
To hear a playback of the call:
· Dial 888-286-8010 (toll free) or 617-801-6888 (international) and specify Passcode # 49240852.
· The replay will be available from 10/8 through 10/14.
· To access a replay after 10/14, please visit our web site (password required) or contact info@rochdale.com.
Rochdale Investment Management is a private investment counseling firm specializing in intelligently personalized portfolio management for high net worth individuals. Based in New York City with offices nationwide, Rochdale manages $2.6 billion in assets as of December 31, 2007. Working in concert with each client’s financial advisor or CPA, Rochdale develops and manages a customized portfolio for each client. Investment strategies are implemented through proprietary separate accounts and funds. The firm’s hallmark is providing integrity, intelligence, and innovation in investment management. For more information, please call 800-245-9888 or visit www.rochdale.com.
2008 Award of Excellence
Rochdale Investment Management
570 Lexington Avenue, New York, NY 10022 800-245-9888 www.rochdale.com