As an investment manager, one of the ways that Rochdale differentiates itself is by bringing the latest in leading-edge portfolio and investment ideas to our clients and their advisors. We work closely with CPAs and advisors to make available education and access to ideas that we incorporate into the portfolio development process. Rochdale is an accredited continuing education provider with NASBA, the Florida Institute of CPAs, and the CFP Board.

Rochdale has been actively involved with the CPA and financial advisory community at national and state levels for many years.  Most recently, we held continuing education seminars throughout the country on topics varying from economic outlook to portfolio risk management to tax-effective alternative investment structures.  In 2006 and 2007,  we toured the country to present “Practices That Define a Prudent Investment Process for Fiduciaries” to share best practices with CPAs and advisors on the global fiduciary standards for investment management co-produced by the AICPA and the Center for Fiduciary Studies.  Among various venues, Rochdale has presented at the AICPA Advanced Personal Financial Planning Conference, Florida Institute of CPAs chapters, the Arizona Society of CPAs Financial Planning Conference, the California Society of CPAs Financial Planning and Investment Conference, the Asset Protection Institute, the Nevada Society of CPAs Fall Membership Meeting, and the 2008 Accountants Media Group conference "How CPAs Can Make Money in Financial Planning," where we also served on the conference advisory board.  Additionally, we have appeared in various media including CNBC, The Financial Network, Practical Accountant, CPA Wealth Provider, AICPA Wealth Management Insider, Florida CPA Today, and New Jersey CPA.  For more information about Rochdale events, please see the attached list of current and previous speaking engagements.

In 2008, Rochdale Investment Management received a Special Award of Excellence from CPA Wealth Provider magazine.  The Fifth Annual Financial Planning Awards honor companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area.  The award symbolizes Rochdale’s commitment to CPAs and advisors in the financial services industry in serving the wealth management needs of high net worth clients.  Beyond Rochdale’s unique personalized investment management approach, our innovations such as offshore asset protection strategies and SEC-registered hedge funds enable CPAs and advisors to remain at the forefront of the industry when developing wealth management solutions for their clients.  The winners were announced in the January 2008 issue of CPA Wealth Provider.  For more information, click here to see the press release or here to see the article at WebCPA.com.