RochDale.com provides investment services and trade ideas throughout the US
Title
Rochdale Investment Management: investment management firm specializing in providing affluent individuals and institutions with innovative and personalized portfolio management
Description
Excerpted from the website description:
- Rochdale is an investment management firm specializing in providing affluent individuals and institutions with innovative and personalized portfolio management. We focus on partnering with financial advisers to provide clients with private investment counseling services and customized investment portfolios designed to meet the specific requirements of the individual investor. Using our proprietary Galaxy asset allocation and portfolio optimization program, Rochdale ensures that each portfolio is well diversified, exhibits the defined asset class and risk characteristics, and provides a logical, tax-sensitive transition path from existing to optimal holdings. Portfolios are implemented globally through individual securities and/or proprietary asset class funds.
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