The Art of Investing.
Premier provider of capital solutions to middle-market, private equity-backed companies.
For more than two decades, our dedicated professionals have helped our clients grow their businesses by providing innovative financing solutions. When you choose Roger Wells, you benefit from industry-leading expertise and our long-standing philosophy of delivering for our clients — predictably and reliably — in good times and challenging ones, throughout the lifecycle of a loan.
A New Approach to Investing
Our proprietary Building Blocks approach focuses on your goals and needs
Roger Wells' Investment Strategy Team is comprised of industry leaders and experts who bring their best and most creative thinking to investment solutions for our clients. Our wealth management team collaborates to construct dynamic portfolios that address both your personal and financial goals.
Building Blocks: A Better Approach to Investment Management
Roger Wells takes a holistic and risk-based approach to asset categorization. Rather than viewing the total portfolio as a division of assets among primary asset classes (stocks, bonds, and cash) or by the characteristics of the securities underlying those asset classes (growth, value, domestic, international), we instead deploy assets into building blocks that are defined primarily by risk type.
Consistent and Transparent Communication
Full transparency, dependable communication, and client education are at the core of Roger Wells Group's exceptional service model. We make sure you understand the recommendations and decisions we implement on your behalf through our written portfolio and market commentaries, annual reports and forecasts, in-person portfolio reviews, customized reporting, portfolio analysis, and online access tools. We are always available to discuss your ideas and concerns.