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What We Do
Our planning process can help you finance your dreams and will
serve as a compass on your journey to financial peace
Our investment management process is a key element that will
fuel your progress in making your dreams become a reality
designing an effective wealth management strategy.  
Roche can help by providing a comprehensive financial
plan and effective investment management solutions.
Investment Management
Successful investing is a critical component to reaching your
goals. At Roche, we spend a considerable amount of time
reviewing industry best practices and researching the most
effective approaches.  Even though each of our clients have
customized investment strategies, an overarching theme runs
through the management and guidance we provide. Focus on
those things within your control.

The four investment principles you see here represent an
enduring philosophy that guides the investment decisions we
help our clients make
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  • Set Goals

  • Balance Investments

  • Minimize cost

  • Stay Disciplined
Financial Planning
Our clients rely on us to be more than their investment manager,
although that is one of our primary responsibilities. They entrust us
to be their financial advocate in a world filled with an overwhelming
number of financial choices. We build consultative relationships to
better advise you on the many facets of your financial life.  We will
act as your one objective advisor and your true financial advocate.

Our services are customized for each client but our objectives are
always the same:

  • Provide you with a comprehensive financial plan

  • Ensure efficient and effective execution of your plan

  • Continuously monitor progress towards achieving your goals
313 Commons Way  Princeton, NJ 08540  

(P) 609 575 6762  -  (F) 609 751 9253  

(E) info@rochepartners.com
Copyright © 2014  -  Roche Financial Partners  -  All Rights Reserved  -  Disclaimer
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Our investment management process is a key element that will
fuel your progress in making your dreams become a reality.  
.
Goals
Create clear, appropriate investment goals

An appropriate investment goal should be measureable and
attainable. Success should not depend on outsize investment
returns or impractical saving or spending requirements.

Defining goals clearly and being realistic about ways to
achieve them can help protect investors from common
mistakes that derail their progress.
Discipline
Maintain perspective and long-term discipline

Investing can provoke strong emotions. In the face of market turmoil,
some investors may find themselves making impulsive decisions or,
conversely, becoming paralyzed, unable to implement an investment
strategy or rebalance a portfolio as needed.

Discipline and perspective can help them remain committed to a
long-term investment program through periods of market uncertainty.
.
Cost
Minimize total investment cost

Markets are unpredictable. Costs are forever. The
lower your costs, the greater your share of an
investment's return. Research suggests that
lower-cost investments have tended to outperform
higher-cost alternatives. To hold onto even more
of your return, manage for tax efficiency. You
can't control the markets, but you can control the
bite of costs and taxes.
Balance
Develop a suitable asset allocation using broadly
diversified funds

A sound investment strategy starts with an asset allocation
befitting the portfolio's objective. The allocation should be
built upon reasonable expectations for risk and returns
and use diversified investments to avoid exposure to
unnecessary risks.

Both asset allocation and diversification are rooted in the
idea of balance. Because all investments involve risk,
investors must manage the balance between risk and
potential reward through the choice of portfolio holdings.
Most investors fall victim to lack of discipline