Rochester Investments

Rochester Investments offers portfolio management and financial consulting services to individuals, businesses, charities, and foundations. The firm provides ongoing supervision of client accounts, offering advice on buying, selling, or holding investments. Rochester Investments also provides financial planning services, examining clients' financial goals and providing strategies to achieve them. These services include analysis of personal information, tax and cash flow, investments, insurance, retirement, disability, and estate planning. Rochester Investments manages investments on a discretionary basis, monitoring capital markets and economic developments.