Rodgers Brothers, Inc.

Rodgers Brothers Inc. provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit‑sharing plans, and business entities, generally implementing accounts with a stated minimum of $1,000,000 (exceptions at the firm's discretion). The firm manages client portfolios across a broad range of instruments — equities, fixed income, mutual funds, real estate interests and other securities — and bills advisory fees as a percentage of assets under management.

The firm describes its investment approach as value‑oriented, combining fundamental and technical research, sector and macro analysis, and occasional onsite company review when evaluating securities. Strategies are tailored to client objectives and may include long‑term holdings, trading, covered‑call option writing, short sales and margin use; clients may impose written restrictions, and each client receives quarterly performance reports and commentary.

Rodgers Brothers serves as the investment adviser to the Monongahela All Cap Value Fund (a no‑load mutual fund), a relationship in which the firm manages investment‑company assets, waives its advisory fee for client assets placed into the fund, and separately receives advisory compensation from the fund. The firm also has an ownership affiliation with Aligned Partners Trust, a privately held Pennsylvania trust company to which it may refer clients, and its documented use of derivatives and borrowing in managed accounts (options, margin and short sales) is less common among peer team firms.