Rogers Capital Management, Inc. A fee-only Registered Investment Advisor offering wealth management services for high net worth Qualified Individuals, as well as a wide array of investment services for Retirement Plans, Trusts, Endowments, and Qualified Organizations. The Institutional Consulting Group, a division of Rogers Capital Management, Inc., offers a full array of investment consulting services for small to medium sized endowments, foundations, institutions and trusts, specializing in non-profit 501(c)(3) organizations. The Institutional Consulting Group brings clients a wealth of expertise and knowledge unparalleled in the institutional world. Directors of the ICG team are William W. “Bill” Harrell and James W. “Bill” Rush, both Senior Vice Presidents at RCM, and each with over 25 years experience in the financial services industry. RCM has the exclusivity of being an investment advisor with access to the Dimensional Fund Advisors* institutional mutual funds, as well as being able to offer traditional equity and fixed income strategies. * Dimensional Fund Advisors requires a minimum $2,000,000 per fund per investor for access to their institutional mutual funds. This requirement is waived for clients of Rogers Capital Management, Inc. Craig Rogers, President & Chief Operating Officer Click here to view certificate Dale Rogers with clients
A fee-only Registered Investment Advisor offering wealth management services for high net worth Qualified Individuals, as well as a wide array of investment services for Retirement Plans, Trusts, Endowments, and Qualified Organizations.
The Institutional Consulting Group, a division of Rogers Capital Management, Inc., offers a full array of investment consulting services for small to medium sized endowments, foundations, institutions and trusts, specializing in non-profit 501(c)(3) organizations. The Institutional Consulting Group brings clients a wealth of expertise and knowledge unparalleled in the institutional world. Directors of the ICG team are William W. “Bill” Harrell and James W. “Bill” Rush, both Senior Vice Presidents at RCM, and each with over 25 years experience in the financial services industry.
* Dimensional Fund Advisors requires a minimum $2,000,000 per fund per investor for access to their institutional mutual funds. This requirement is waived for clients of Rogers Capital Management, Inc.
Craig Rogers, President &
Chief Operating Officer
Click here to view certificate
Dale Rogers with clients
The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made referenced to directly or indirectly on this Website, or indirectly via link to an unaffiliated third party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.
