HARRISBURG, Pa., June 13, 2013 (GLOBE NEWSWIRE) -- Roof Advisory Group, Inc. has a history of success since its beginning in 1998. Fast forward to today, and the firm has grown to seven employees and nearly $300,000,000 assets under management. Repeatedly ranked nationally for top-tier investment management by Financial Advisor, Wealth Manager, Investment News/Moss Adam's surveys; Roof Advisory Group has built its reputation by earning the trust of their clients through bottom-line results, disciplined investment management and unwavering integrity.
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Roof Advisory Group's purpose has not changed since its inception. The firm's founding was encouraged by local attorneys and accountants who were seeking an independent alternative with the expertise and experience to provide truly professional investment management for clients with complex portfolios and customized financial planning needs. "Our approach was rather novel at the time, being an independent, Registered Investment Advisor with the sole mission of delivering objective investment management and financial advice to clientele on a fee-only basis," said E. Jeffrey Roof, firm president and founder. "Since our inception fifteen years ago, we have achieved record growth in assets under management and clients served each consecutive year."
Today, Roof Advisory Group provides direct and ongoing portfolio management to more than 180 high net-worth relationships that include individuals, trusts, not-for-profits, foundations, municipal pension plans, and corporations. While the firm celebrates their anniversary, they are focused forward and looking past 2013. "Even as we celebrate 15 years of top-tier investment management," says Roof, "we are poised for future growth and expansion to continuously meet the needs – and provide sophisticated investment services – for our existing and future clients."
The firm celebrated this milestone by hosting a private event at Char's at Tracy Mansion on May 30th, 2013. This event was invitation only and its guests included firm clientele, professional colleagues, family and friends. Nearly 150 guests attended to celebrate Roof Advisory Group's success.
Roof Advisory Group is an independent, Registered Investment Advisor with the United States Securities & Exchange Commission. The sole mission of the firm is delivering objective investment management and financial advice on a fee-only basis.
Source:Roof Advisory Group, Inc.