FIRM PROFILE

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.

The second area of business for the firm is focused on broader investment issues. It includes analytical work within the mutual fund industry and portfolio manager and investment process analysis for corporate investor relations programs. This area of the business accounts for less than ten percent of the firm's revenue.

Since its founding in 1993 the firm's commitment to the Aboriginal, Non Profit and Private Wealth sector of the industry has strengthened, as has our belief that remaining small and personalized will best serve our clients.

Since 1996 we have worked with a number of First Nations and Settlements in northern, western and central Canada and this continues to be a growing and significant part of our business.

Our commitment remains to deal with clients honestly and in a forthright manner to provide them with the information they require to make wise decisions. By remaining small and highly personalized we retain our ability to develop creative solutions to the needs and concerns of communities, individuals, families and organizations.

• PROFESSIONAL BIOGRAPHY