507 N. Front Street Harrisburg, PA 17101
717.260.9281
Overview

Roof Advisory Group’s professional portfolio management process is focused and disciplined. It is designed to mitigate risk while optimizing overall investment returns.

Clients receive non-biased professional portfolio management they can trust, reflecting the firm’s core concepts of integrity, expertise and service.

Each client’s investment situation is unique and addressed as such. Our clientele looks to us to proactively manage their assets in a way that maximizes returns within jointly determined risk parameters.

We consider each client’s:

  • Long-term goals
  • Financial objectives
  • Time horizon
  • Risk tolerance
  • Income/principal needs
  • Return objectives
  • Portfolio restrictions

Find out more about our portfolio management process.

Learn More

View our full ADV brochure.

Complimentary Consultation

Contact us online or at 717-260-9281 to speak with one of our Certified Financial Planners™ to receive a complimentary consultation of your investment portfolio.*

*Offer available for qualifying individuals