R.W. Roge & Company, Inc

Overview

R.W. Roge & Company, Inc is an independent registered investment adviser established in the mid-1980s that serves both individuals/families and institutional clients. The firm operates under individual ownership and charges fees based on a percentage of assets under management plus other fees where applicable. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm does not market itself as an active ESG investor or a pension consultant, and it is not organized as a multi-state adviser or a capital allocator. R.W. Roge emphasizes equity exposure in client portfolios and has been recognized in industry press, having appeared on FA Magazine’s Top RIA Firms list in 2020. Its operating model appears centered on discretionary portfolio management, with a meaningful tilt toward exchange-traded instruments.

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