Rodgers Capital Management provides mutual fund management services. They aim to generate good long-term results through objectivity, diversification, and discipline. Their approach involves in-depth research to select top managers, global diversification, a long-term outlook, and mutual funds to access premier investment talent. They develop customized investment plans and portfolios aligned with clients' risk profiles using a four-step process of asset allocation, risk assessment with scenarios, manager selection, and periodic portfolio adjustments.