MONONGAHELA CAPITAL MANAGEMENT RODGERS BROTHERS INC. 724.473.4003 tap to view menu Rodgers Brothers Inc. overview regulation best interest crs relationship summary investor connect business continuity privacy policy The founders of Rodgers Brothers believe that financial success for investors is best achieved through careful selection of investments tailored to the investment objectives of the investor. A thorough understanding of the individual client’s financial goals, consideration of risk tolerance and an understanding of the client’s tax situation should drive the selection of investment vehicles. These beliefs led to the creation of Rodgers Brothers Inc., a full-service investment firm whose focus on service to clients has remained clear through the history of the firm. Rodgers Brothers Inc. is located in Harmony, Pennsylvania. The company was founded in 1985, with the goal of enhancing and preserving investor capital through judicious investment policy. The company offers its clients personalized financial management so as to increase asset value while preserving capital and focusing on client service. The risk adverse “value style” of investing of Rodgers Brothers Inc. is suitable to those clients who prefer to invest rather than speculate. The firm specializes in developing investment portfolios comprised of individual equities, options and bonds. Each client or institutional portfolio is customized to meet predetermined risk/reward profiles. BROKERAGE SERVICES Development of an individualized client profile Security analysis and recommendations Asset allocation Portfolio balancing and management Online account and activity review available Personalized attention and responsiveness Problem solution for investors Advanced trading systems and settlement services Tax efficient investing Estate valuations Pittsburgh 223 Mercer Street Harmony, PA 16037 p. 724.473.4003 // 800.221.5500 f. 724.473.4050 Chicago 63 E Scranton Ave Lake Bluff, IL 60044 p. 312.202.0399 f. 312.202.0524 Doylestown 200 South Clinton Street Suite 201 Doylestown, PA 18901 p. 267.576.7397 The founders of Rodgers Brothers Inc. and Monongahela Capital Management believe that financial success for individual or institutional investors can best be achieved through the careful selection of investments that are tailored to the needs of the client. Investors interested in service and performance well beyond the scope of the monolithic financial institutions should explore the opportunities presented by Rodgers Brothers Inc. The greatest trust between man and man is the trust of giving counsel. Francis Bacon CRS Relationship Summary | Regulation Best Interest