Investment Management

Our investment services are primarily focused on investment strategy and performance while taking the appropriate amount of risk. We continually compare our performance against a benchmark and report the results at our client meetings. At the beginning of a new client relationship we work with the client to determine their goals and risk tolerance. After the investment strategy has been agreed and implemented, we have periodic investment reviews to monitor the results against the plan.

Fidelity Clearing & Custody SolutionsSM provides clearing, custody and other brokerage services to R.P. Boggs & Co. through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 

Through our relationship with Fidelity Clearing & Custody SolutionsSM, you will receive a simplifed, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.