JUNE 10, 11 & 12, 2008
Blue Mountain Inn & Conference Centre "Collingwood, Ontario"
Rodgers Investment Consulting was founded in 1993 to provide consulting services to individual clients and the firms that serve them. Our primary focus is on those First Nations, non-profit organizations, individuals and families with significant investment assets who require professional investment management.
We have assisted Chief’s and Council’s from across Canada in the development of trusts and investment programs designed to balance the needs of today’s members with those of future generations.
Our primary services include:
- Developments of trust frameworks;
- Development of investment frameworks;
- Investment Policy design;
- Investment manager search;
- Portfolio evaluation;
- Performance analysis; and
- Development of sustainable Spending Policies.
We are a small, tightly focused organization by design. Our small size enables us to form close relationships with each client and to fully customize our services to each client's individual need.
Since 1996 we have worked with a number of First Nations and Settlements across Canada and this continues to be a significant part of our business. Rodgers Investment Consulting is an industry leader in the investment education for Aboriginal Communities and Leadership.
Our commitment remains to deal with clients honestly and in a forthright manner to provide them with the information they require to make wise decisions. By remaining small and highly personalized we retain our ability to develop creative solutions to the needs and concerns of communities, leadership and organizations.
Rodgers Investment Consulting is a Partner Member of NATOA and a member of the Canadian Council for Aboriginal Business. Kelly Rodgers currently serves as Chair of NATOA’s Advisory Committee. In 2006 Rodgers Investment Consulting confounded the Beutel Mulvihill Rodgers Scholarship at the University of Toronto Faculty of Social Work