Fee-Based Management

Fee-Based Management

For the affluent investor we offer access to institutional-level fee-based money managers, including:

  • Advisors Capital Management, LLC
  • Alliance Bernstein L.P.
  • Anchor Capital Advisors, LLC
  • Ariel Investments
  • Atlanta Capital Management
  • BlackRock Investment Management, LLC.
  • Boyd Watterson Asset Management, LLC
  • Brandes Investment Partners, L.P.
  • Breckinridge Capital Advisors, Inc.
  • Calamos Advisors, LLC.
  • Capstone Asset Management Co.
  • CCM Investment Advisers, LLC
  • Columbia Management Advisors, LLC
  • Dalton, Greiner, Hartman, Maher & Co.
  • Davis Selected Advisers, L.P.
  • Delaware Investments
  • Denver Investments
  • EDMP, Inc.
  • Fox Asset Management LLC
  • Frantzen Capital Management, Inc.
  • Generic Vehicle
  • Glenmede Investment Management, LP
  • Groesbeck Investment Management Corporation
  • Invesco Advisers, Inc.
  • Janus Capital Management LLC
  • Kayne Anderson Rudnick Investment Management LLC
  • Knott Capital Management
  • Kopp Investment Advisors, LLC
  • Lazard Asset Management
  • Madison Investment Advisors, LLC
  • McDonnell Investment Management
  • Northern Trust Investments, Inc.
  • Nuveen Asset Management, LLC
  • NWQ Investment Management Company, LLC
  • NYLIM-Mackay Shields LLC
  • Pacific Income Advisers
  • Parametric Portfolio Associates, LLC
  • Penn Capital Management
  • Philadelphia International Advisors LP
  • Quantitative Advantage LLC
  • Riverfront Investment Group LLC
  • Roanoke Asset Management
  • TCW Investment Management Company
  • The London Company
  • Thompson, Siegel & Walmsley LLC
  • Thornburg Investment Management, Inc.
  • ValueWorks LLC
  • William Blair & Company LLC

OUR MISSION: PERSONALIZED ASSET MANAGEMENT AND PLANNING SERVICES FOR INDIVIDUALS AND BUSINESSES WITH COMPLEX FINANCIAL NEEDS

Rochester Wealth Management Group
706 East Avenue, Rochester NY 14607, Tel: (585) 325-1040, Fax: (585) 325-8232

Disclaimer Securities offered through Capitol Securities Management, Inc. Member FINRA, SIPC

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This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

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