Welcome!

      

Simple stock, bond, and mutual fund portfolios can no longer provide your clients with the best risk-adjusted returns. That’s why CPAs rely on Rochdale Investment Management to complement their own expertise and provide state of the art portfolio management. For more than 20 years, Rochdale has been partnering with CPAs and advisors to help deliver personalized portfolio management to their high net worth clients. Beyond traditional investing, Rochdale brings:

  • Regular communication with a dedicated portfolio manager

  • Tax advantaged, high-yielding dividend equity strategies

  • SEC-registered alternative investments to protect downside risk

  • U.S. tax compliant offshore asset protection services

  • A proven process to meet your fiduciary obligations

Learn from leading CPAs who developed successful financial planning practices!  Visit our GUESTBOOK to request a free white paper. 

2008 Award of Excellence

Rochdale Investment Management is the proud recipient of the “Award of Excellence” in the Fifth Annual CPA Wealth Provider Financial Planning Awards.

Rochdale Investment Management is the platinum sponsor of the 2nd Annual Financial Planning Summit for Accountants:  How to Get into Financial Planning and Make Money Out of It Conference.   Don't worry if you missed the conference - you can view the presentations here.   

 

 

Are your clients concerned about market volatility?  Contact Patrick Vignone, CPA, today at 800-245-9888 or by email, for a complimentary portfolio risk assessment.

 

©2002-2009 Rochdale Investment Management