Attract Top-Tier Financial Professionals
All investment professionals want to deliver intelligent personalization, but many are limited by the nature of large money managers’ business models. At Rochdale Investment Management, we built our business to deliver true personalization and one-on-one personal service. Our firm structure and environment gives our portfolio managers the authority and flexibility to be independently responsive to each client’s needs. Continuously, high advisor and client satisfaction, and retention rates prove that our adaptive approach to intelligent private client personalization has clearly resonated with our partnering financial advisors, CPAs, and their clients.
Who Can Truly Deliver Personalized Service
Many firms promote personalized strategy, when in reality their personalization lacks what high net worth clients expect. At Rochdale Investment Management, every portfolio manager uses a flexible, consultative approach that integrates macroeconomics to create a unique strategic focus based on each client’s asset allocation, cash flow needs and tax sensitivities. Each client has direct access to their portfolio manager, and we encourage regular communication.
At Rochdale, every portfolio manager possesses asset class allocation skills and an extensive set of highly sophisticated portfolio optimization technologies to be able to build a unique portfolio for each client. Working with a single manager enables an advisor to integrate implementation and encourages communication to address ongoing market volatility.
Rochdale Economic & Portfolio Strategy
In reality, there is not one true view of the world. At Rochdale Investment Management, our entire team of financial analysts and portfolio strategists apply a comprehensive understanding of macro and micro economics (both domestically and internationally), intensive company-wide research, and a synthesized view of the economic outlooks from leading Wall Street firms to create our own Economic & Portfolio Strategy.
Applying our strategies to private client portfolios is an equally intensive process. Our strategic decisions are not computerized or commoditized. They are reviewed personally by a single portfolio manager to create a personalized portfolio based on asset allocation, cash flow needs, and tax sensitivities.