rochepartners

Our Services

Professional Guide / Money Coach / Investment Management

Professional Financial Guide

Are you ready for a Professional Financial Guide?

First, your Certified Financial Planner® will take you through Roche’s Financial Foundations process. Over a 12-month period, we will engage in 10 financial wellness sessions to establish a solid financial foundation.

When complete, you will feel confident knowing your entire financial house is in order. Then, we will continue to be your guide, helping you navigate through your financial life. Contact us to learn more.

Pressing Financial Issues

Investment Strategy and Positioning

Debt Review

Net worth Tracking

Tax Analysis

Retirement Planning with LifeTime Budget

Monthly Budgeting & Cash Management

Insurance and Risk Management

Document Storage and Emergency Preparation

Legacy and Estate Planning

Your Money Coach

Perhaps you are not ready for comprehensive planning. Or maybe you are comfortable with your current financial picture. But – you still have questions from time to time.

Our Money Coach service provides you counseling and coaching on all your important financial decisions. We will answer all your financial questions by email. Whether you are looking for investment advice, budgeting assistance, product information, retirement planning, insurance guidance, education planning, 401(k) recommendations or just a second opinion on an important financial decision — we will be your coach.

You have questions? We have answers! Sometimes all you need is a little help and direction. Don’t do it alone, our experts will be there for you when you need us.

You don’t make health decisions without insight from your doctor, neither should you make important wealth decisions without guidance from a Certified Financial Planner®.

Our coach will be your guide, sitting on the same side of the table towards success. Let us help you make all the right financial decisions. Contact us to learn more.

Choose the service model that fits best with your family and goals

Professional Guide

Money Coach

Investment Management

The key to successfully implementing your wealth plan is prudent investing of your money. Successful investment management companies base their strategy on a core investment philosophy, and Roche is no different. Although we offer customized portfolios for our clients, a common theme runs through the investment advice we provide — Plan, Control, Diversify, Discipline.

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PLAN
Create personalized objectives for each dollar saved and invested
2
CONTROL
Focus on the factors that are important and controllable
3
DIVERSIFY
Use the broadly diversified and complimentary strategies
4
DISCIPLINE
Maintain unwavering discipline to our investment process

Our strategies are proven to ensure your investment goals are achieved. We handle everything — opening accounts, transferring funds, executing trades, and daily monitoring. Don’t leave this important financial task to just any firm or technology company. Choose a firm that looks out for your best interest and incorporates your goals and dreams. Contact us to learn more. 

For a more detailed explanation of our dynamic investment strategy, view our Roche Investment Strategy and Process presentation.

Comprehensive

Roche investment team will provide complete investment services

Professional

A Chartered Financial Analyst (CFA) assigned as your portfolio manager 

Principles

We will implement Roche's 4 Investing Principles for proven results

Personalized

Professional money manager focused on your unique requirements

Process

Dynamic Management Process increases returns, controls fees, and preserves capital

Fiduciary

We place the integrity of the investment professional and the interests of our clients above all else

Progress

Quarterly calls with your manager to track progress and discuss changes

Transparency

Access to your investment accounts 24/7 on our website or mobile app

How You Benefit From Our Services

Let’s get there together by achieving real results

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Russell Advisor Value up to 4.81%

A Russell Investments study in 2020 used a data-driven approach to quantify the value they believe a trusted human advisor can offer through both technical and emotional guidance. The study reports that advisors delivering services above and beyond investment only advice have an estimated value of 4.81% in added net returns.
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Vanguard Advisor Alpha up to 3.00%

A Vanguard research paper first released in 2001 outlined how advisors add value, or alpha, through relationships-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market. Vanguard showed that by implementing true financial advisory services can add up to 3% in net returns.
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3x More Likely to Achieve Your Desired Retirement Lifestyle

51% of respondents who deal with a  CFP (Certified Financial Planner) professional feel on track to reach their desired lifestyle in retirement, as compared with only 33% for clients with a non-certified advisor and 18% for those without an advisor.

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2x More Clients On Track With Their Financial Affairs

76% of respondents who deal with a CFP professional reported feeling more “on track” with their financial affairs, compared with 63% of those dealing with a non-certified advisor and 35% for those without an advisor.

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2x More Likely to Achieve Your Life Goals

Clients engaged in comprehensive financial planning were nearly three times more likely to say they are achieving their life goals than those who have had no financial planning.

Ask us about our free financial wellness score to see how you compare with others.