As a trusted advisor to our clients, Rogerscasey is committed to adding valuable insight to our clients' investment program through a broad range of consulting services designed to assist clients at every stage of the investment process from program design to implementation to monitoring.
Rogerscasey assists investors of all types from institutional to individual, taxable to tax-exempt and complex to basic, each according to their specific needs. We build relationships with clients around a scope of services designed to help them achieve their goals and objectives as set by themselves, their committees, Boards and Trustees and to meet the fiduciary responsibilities they have to the various constituencies served by their investment programs.
We work hard with clients to identify an appropriate scope of services from those listed in this section that are designed to fit their needs, objectives and decision-making processes. Virtually all of the services we offer can be provided under a project-based arrangement or as part of a retainer relationship.