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Matthew Brendan Rodgers

Monongahela Capital Management

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About Matthew Brendan Rodgers

Matthew Rodgers is an Investment Advisor Representative at Monongahela Capital Management. Matthew is licensed to conduct business in Pennsylvania. Matthew has a Series 65 license and specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Matthew Rodgers is currently registered with Monongahela Capital Management. Monongahela Capital Management is a Pennsylvania-based corporation specializing in portfolio management for individuals, businesses, and investment companies. With over $835 million in regulatory assets under management, the firm caters to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. Monongahela Capital Management is headquartered in Harmony, PA.
Monongahela Capital Management

223 MERCER STREET

HARMONY, PA 16037

$835.87M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Rodgers’s Registration & Firm History

PA

06/11/2019 - Present

Monongahela Capital Management (HARMONY PA)

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Licenses & Designations

IA

Issued 06/11/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Brendan Rodgers.
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