Client Survey Results

In our recent Private Client Survey of more than 250 high net worth clients, we discovered that our focus on risk management and investor education paid off. A remarkable 94% of clients reported that Rochdale appropriately balance their risk/return expectations. 90% reported that the quality of communications meets or exceeds their expectations, while 84% reported feeling treated like an individual. Loss of principal, comfortable retirement, and market volatility topped the list of concerns and reasons for seeking professional money management. When asked what they do for enjoyment, interestingly, only 3.1% expressed that they enjoy the stock market! Click here to see a summary press release.

To see more results, please sign our guestbook, or contact Patrick Vignone, CPA, at 800-245-9888 or pjv@rochdale.com.