Rogers Investment Advisors

Closed
2975 Bowers Ave Ste 107
Santa Clara, CA 95051

Rogers Investment Advisors LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area, licensed as a registered investment advisor by the State of California. Catering to high-net-worth individuals, small foundations, and businesses, the firm provides a high level of personalized service tailored to meet the unique needs of its clients.

Specializing in both discretionary and non-discretionary portfolio management, Rogers Investment Advisors focuses on publicly listed securities while ensuring discretion and confidentiality. The firm offers customized and diversified portfolios with access to world-class fund managers, all under a no-commission, asset-based advisor pricing model.

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