Roof Advisory Group, Inc. - Investmant Advisory and Financial Planning Services Roof Advisory Group, Inc. - Investmant Advisory and Financial Planning Services
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Integrity
Discipline
Focus
Objectivity
Trust
Results

 

Our Focus

OVERVIEW
SERVICES

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 210 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

Investment Advisory
& Financial Planning

  • Investment Analysis
  • Portfolio Evaluation
  • Retirement Planning
  • College Funding
  • Business Transition
  • 'Financial Check-up'

Project Basis

Intergenerational
Portfolio Management

  • Coordination of Long Term Objectives
  • Investment Strategy Continuity
  • Multi-Generational Asset Coordination
  • Investment Management of Trusts & Foundations

Fee Schedule or Combination

Wealth
Management

  • Intergenerational Planning
  • Retirement Income Planning
  • Cash Flow Management
  • Comprehensive Coordination
  • Wealth Distribution Strategies

Fee Schedule or Combination

 
 


 
 

Current Clients:

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