FIRM PROFILE

Rodgers Investment Consulting was founded in 1993 to provide consulting services to non-profit organizations, individual clients and the firms that serve them. Our primary focus is on those non-profit organizations, individuals and families with significant investment assets who require professional investment management.

We are a small, tightly focussed 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 services provided to clients are directed in three areas. The first is portfolio evaluation and manager search services for individuals and non-profit organizations with substantial investment assets. The second is corporate consulting services to financial services firms wishing to serve this small sector of the financial services industry. Together, these two areas account for over eighty percent of the firm's revenue. It is our primary area of business.

The third area of business for the firm is focussed 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 twenty percent of the firm's revenue.

Since its founding seven years ago, the firm's commitment to the 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.

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 organizations, individuals and families.

• PROFESSIONAL BIOGRAPHY