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Roof Advisory Group, Inc.
was incorporated in January 1998 and is an independent, Registered
Investment Advisor with the United States Securities & Exchange
Commission. The sole mission of the firm is delivering objective
investment management and financial advice on a fee-only basis.
The firm receives no compensation whatsoever in the form of
loads, commissions, or 12b-1 fees. We advise clients on managing
their assets in the most effective and efficient manner, providing
customized solutions for both individual and institutional
clientele.
The firm currently provides direct and ongoing portfolio management to over one hundred and forty high net worth relationships that include individuals, trusts, not-for-profits, foundations, municipal pension plans, and corporations. In addition, consultative investment advisory
and financial planning services are provided to numerous non-managed
clients on a periodic basis.
Services
A general listing of client services is diagramed below.
Based on each client's needs and circumstances, individual
services may be provided in combination or offered individually.
The firm's objective is to provide the best customized solution
for all clientele. All services are provided on a fee-only
basis.
Customized
Portfolio Management
- Active Management
- Asset Allocation
- Security Selection
- Performance Tracking
- Risk/Return Comparison
- $1,000,000 + Optimum
Fee Schedule
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Investment Advisory
& Financial Planning
- Investment Analysis
- Portfolio Evaluation
- Retirement Planning
- College Funding
- Business Transition
- 'Financial Check-up'
Project or Hourly
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Targeted
Portfolio Management
- Active Management
- Asset Allocation
- Fund Selection
- Integrated Planning
- Retirement Tracking
- $250,000 + Optimum
Fee Schedule
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Wealth
Management
- Intergenerational Planning
- Retirement Income Planning
- Cash Flow Management
- Comprehensive Coordination
- Wealth Distribution Strategies
Fee Schedule or Combination
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OVERVIEW
