Taking our best thinking from nearly 40 years of experience, Rogerscasey has combined our services to create comprehensive programs that meet the broad investment needs of plan sponsors, foundations, endowments, high net worth individuals and their advisors.  We have packaged together our institutional consulting services and have bundled in our “key learnings” over the decades to help our clients achieve their goals and objectives as set by themselves, their committees, and their boards and trustees.  These programs help our clients meet their fiduciary responsibilities to the various constituencies served by their investment programs. The available programs include the following:

• MasterManager – Diversified, outsourced investment solution for pension plans, foundations and endowments with $50 - $500 million in assets
• Target Date Funds - The Retire Funds – sophisticated, diversified investment choices for 401(k) plan participants with best-in-class investment managers, open architecture and transparent pricing
• Model Portfolios – Portfolio solutions leveraging our expertise in asset allocation, manager selection and portfolio monitoring to meet institutional or financial advisors’ clients’ needs

We work together with clients to help them achieve their goals and objectives.  These comprehensive solutions simplify the decision-making and implementation process for clients.