Create an investment strategy

Creating an investment strategy is an important step in realizing your financial goals.  At Rogers Group Financial, we work with you to develop a detailed strategy for reaching your objectives.  Once we take all the necessary elements into consideration, we diversify your holdings according to your objectives and risk tolerance, then implement the strategy. 

Formulate an Investment Policy Statement (IPS) 

First, we create an investment policy statement that outlines your objectives, including your return requirements and risk tolerance.  Your IPS also outlines your investment constraints, such as the time horizon for generating income, your liquidity requirements for necessary expenses, tax considerations and any legal and regulatory considerations.

Diversify your Portfolio

We’re often told not to put all our eggs in one basket simply because if we drop the basket, all our eggs are gone.  A successful investor knows this well and invests accordingly. Asset allocation is the diversification of holdings in different investments such as real estate, stocks and bonds and in different industries, sectors and countries. 


Once we determine your investment objectives and how best to diversify your portfolio, we can implement the strategy by selecting the proper investments that reflect your risk tolerance and goals.

As investment advisors, portfolio managers and insurance agents, we are fully qualified to implement comprehensive solutions. Being independent means that we are free to survey the entire marketplace for products that are the right fit for you.


"My advisor has done a totally outstanding job of managing my finances.  Each investment has been thoroughly thought out, researched, and explained with all my questions fully and patiently answered."

Sharon A.