Strategic Investment Management

Description

We specialize in addressing the particular needs of clients who value individual attention and personal service within a long-term, trusting relationship. We expect to get to know our clients on a personal level, and to provide solid, long-range financial advice offered in the context of real life.

Roger has more than 19 years of experience in the financial services industry. Roger started his career, 1993 as an Investment Banker with Chatfield Dean Investment Bankers in New York and moved to assisting individuals with active trading as a Registered Representative for Waterhouse Securities, which is now TDAmeritrade. In 1997, Roger joined Charles Schwab as an Investment Specialist in their Madison Square Garden office. Over a five year period, Roger provided investment help and advice to individual investors as an Investment Consultant within their private client department and as an Investment Representative in their retail group.

In early 2003, Strategic Investment Management was created to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest.

Roger is a graduate of Brooklyn College with a BA in Television and Radio. . He currently holds the designation of Accredited Investment Fiduciary – AIF®. He is dedicated to furthering his knowledge in finance and spends several hundred hours per year in continuing education.

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