Roof Named One of Reuters Top Advisers
Harrisburg, PA (March 18, 2008) - E. Jeffrey Roof, president and founder of Roof Advisory Group, Inc., of Harrisburg, was named one of the top financial advisers in the United States by Reuters AdvicePoint™, a division of Reuters, the global information company. Selection for Top Advisers 2008 was based on rigorous quantitative analysis of factors including growth of assets under management and growth of average assets per client relative to peers in the industry.
"Reuters analysts conducted a rigorous evaluation of criteria, and I'm honored to have been selected," says Roof. "Our firm's success is a reflection of the commitment we apply as we work with each client. Being recognized as a top adviser is affirmation that our investment management business model is on target."
The list was released as part of the launch of Reuters AdvicePoint, an online community connecting investors with financial advisers. The list acknowledges all types of financial advisers nationwide. For consideration, advisers were asked to complete a comprehensive online survey regarding the metrics of their practice.
Submissions were tabulated and grouped by geographic regions. Quantitative criteria were used to benchmark advisers in categories including location, assets under management, and niche client focus.
Roof adds, "We don't exclusively target clients in a specific niche. However, we typically work best with clients that have been successful in accumulating personal wealth but may not have been as successful at creating a comprehensive investment strategy and plan for their personal financial objectives. We avoid putting clients in a niche; at Roof Advisory we add value when we coordinate a complete strategy for our clientele."
Roof Advisory Group 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.