Rochdale Investment Management provides full service investment counseling and innovative and personalized portfolio management to affluent clients. While we work with a wide variety of clients, our customized solutions are particularly designed for investors requiring a more personalized service and greater communication, with portfolio issues such as volatility concerns, tax sensitivity, multiple managers, low cost basis, or concentrated stock or option portfolios.

Each client’s portfolio is developed in harmony with his or her investment objective, time horizon, income needs, and tolerance for market volatility. Our approach allows us to build a portfolio that complements existing holdings. In a broadly diversified portfolio, clients typically have some representation across domestic equities, international equities, fixed income, and/or alternative investments, as appropriate. For each asset class, clients may invest through individual security ownership or through select asset class funds.

Comprehensive Investment Counseling Service
Rochdale’s investment counseling service includes:

• Detailed analysis of existing holdings
• Risk profiling and investment policy development
• Wealth simulations for cash flow and estate planning
• A comprehensive color proposal
• Tax efficient transition strategies
• Custom volatility parameters
• Any desired portfolio restrictions
• Presentations made in conjunction with CPA or financial advisor and Rochdale investment consultant
• Conflict-free investment advice
• Tax-aware portfolio management
• Offshore asset protection services
• Communications with a dedicated Portfolio Manager

Rochdale’s in-depth analysis can help uncover inefficiencies in existing portfolios and identify opportunities for better diversification, tax efficiency, and risk management. Our investment discipline and quantitative approach help to ensure that each portfolio is managed with a disciplined and consistent focus over the long term, across and within asset classes.

Ongoing Proactive Communication

Rochdale clients and their advisors benefit from an open dialog and the highest level of service. Through a direct relationship with a dedicated Portfolio Manager, clients are proactively apprised of portfolio activity through ongoing communications, including:

• Regular Portfolio Manager communication
• Frequent portfolio and market commentary
• Quarterly performance reports
• Daily account access via www.rochdale.com

The choice of an investment manager is one of the most important long-term decisions your clients can make, because a successful relationship will help ensure financial well-being across generations. As an investment manager who is focused on keeping each client’s portfolio in harmony with evolving individual life and financial goals, we are dedicated to creating and sustaining a personal, cooperative investment relationship.

Call Patrick Vignone, CPA, today at 800-245-9888 or by email, to see how Rochdale can help you meet the investment management needs of your high net worth clients.