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Rim Securities Llc


Rim Securities Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Rochdale Investment Management was established in 1975 to provide affluent individuals and families with innovative and customized portfolio management based on their proprietary research competencies. Since then, their focus has been unwavering. They partner with you and your financial advisors to preserve and grow your wealth over the long term. You are at the center of a unique investment plan, developed using investment strategies designed to achieve your objectives and build an enduring relationship.

Rochdale client benefits from their commitment to being client centered, whether in developing investment strategies, managing your portfolio, or providing outstanding personal service. As experienced investment professionals, they are dedicated to understanding your unique needs, providing the resources to formulate an appropriate investment strategy and helping you protect and grow your wealth.

At Rochdale, their team approach of portfolio manager, client consultant, and financial advisor results in a more individual, more innovative, client-centered service advantage. Through the team's collective expertise, you receive the highest level of investment service and a wealth of portfolio and research information.

The Company believes that the skill, experience, and dedication of their professionals are what set’s Rochdale apart. They make an extraordinary effort to bring to Rochdale the best available financial professionals. Then, through extensive development and training, they instill among all the professionals who serve their clients a heightened sense of the firm's shared values, knowledge, and experience.

Their strategy purposefully creates an organization with the flexibility to become closely involved with each client and develop and consultative relationship led by your portfolio manager and supported by our strategists, research analysts, and client service associates. Their collective skill and experience enable them to provide intelligent, highly sophisticated financial advice for complex client situations.

At Rochdale Investment Management, the client relationship is their focal point. They come to understand the progression of your life’s cycles through career and family, retirement and prosperity. You are at the center of a customized investment strategy that is ideally suited to your individual financial goals.
 
 

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