New York Investment Securities 570 Lexington Ave # 9 Rochdale is an investment management firm specializing in providing

affluent individuals and institutions with innovative and personalized

portfolio management. We focus on partnering with financial advisers

to provide clients with private investment counseling services and

customized investment portfolios designed to meet the specific

requirements of the individual investor. Using our proprietary Galaxy

asset allocation and portfolio optimization program, Rochdale ensures

that each portfolio is well diversified, exhibits the defined asset

class and risk characteristics, and provides a logical, tax-sensitive

transition path from existing to optimal holdings. Portfolios are

implemented globally through individual securities and/or proprietary

asset class funds. New York NY Investment Securities Rochdale Investment Management www.rochdale.com Accounts Active Disciplined Active Funds After-tax AMEX

Analysis Analyst Ask Asset Allocation Asset class Baby Boomer

Back testing Bear market Before-tax Benchmark Beta Bid

Blue chip Bonds Book value Accounts Active Disciplined Active Funds After-tax AMEX

Analysis Analyst Ask Asset Allocation Asset class Baby Boomer

Back testing Bear market Before-tax Benchmark Beta Bid

Blue chip Bonds Book value Business Reviews Rochdale Investment Management Testimonials