Financial Services - Toronto, Ontario, Canada
Rodgers Investment Consulting was founded in 1993 to provide consulting services to individual clients and the firms that serve them. Our primary focus is on those First Nations, non profit organizations, individuals and families with significant investment assets who require professional investment management. We are a small, tightly focused organization by design. Our small size enables us to form close relationships with each client and to fully customize our services to each client's individual need. The primary service provided to clients is directed toward ensuring the appropriate management of investment capital. This includes portfolio evaluation, investment policy design and manager search services for organizations and individuals. It also includes education and ongoing support to Investment Committees, Boards, Trustees and Councils to ensure appropriate and consistent governance of the capital management process. This accounts for over ninety percent of the firm's revenue.
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