Rogers Investment Advisors, LLC

Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We cater to high net worth individuals, small foundations and businesses. We provide the high level of personalized service that our customers demand. Our primary services are discretionary and non-discretionary portfolio management, focusing on publicly-listed securities.

Experience

Discretion and Confidentiality

Customer Service

Customized and Diversified Portfolios

Access to many world-class fund managers

No-commission, Asset- Based Advisor Pricing