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Name: Daniel John 21-Dec-2010
T. Rowe Price, is a publicly owned Investment Firm, headquartered in Baltimore, Maryland. It was founded in 1937 by Thomas Rowe Price Jr.
The company, T. Rowe Price offers mutual funds, sub advisory services, and separate
account management for individuals, institutions, retirement plans and financial intermediaries. Additionally, the organization offers investment planning and
guidance tools. Their mission is: To help their clients around the world to achieve their long term investment goals. No. 9 in the list of worlds Customer Service Champs.
Why T.Rowe Price is among the best
World-Class Service BusinessWeek magazine ranked T. Rowe Price as one of the top 10 best companies in their 2009 Customer Service Champion study, which ranks companies across all industries on customer service excellence. Recognized Research Excellence In 2008, three T. Rowe Price analysts, more than any other firm, were selected for Institutional Investor magazine's annual "Best of the Buy Side" list. These analysts were selected by nearly 400 sell-side analysts representing 95 firms who receive All-America Research Team votes Highly satisfied clients T. Rowe Price received top-box rankings in a Boston Research Group (BRG) 2007 study for client satisfaction among defined contribution plan providers, with 93% of respondents saying they were satisfied or very satisfied with the service. The BRG client satisfaction survey is among the oldest and most widely recognized surveys in this industry.
How do they do?
Call For Guidance Their knowledgeable Investment Specialists take the time to carefully evaluate your goals, time horizon, and risk tolerance before suggesting investment options. They are not commissioned salespeople, so their main objective is to help you satisfy customer needs. As the economic crisis reverberated through the financial markets last fall, customers flooded T. Rowe Price phone lines, Web site, and walk-in centres, driving traffic 10% to 20% above expected volumes. Throughout the fall, the company tapped its reserve of 300 employees who formerly worked the phones to help meet call demand.
Access Guidance Online Personal Guides Select the right investment solutions for your needs and get started, whether you are investing in T. Rowe Price funds, contributing to an IRA Planning Tools Quickly analyze your current strategies in key areas, including investment, retirement, college, estate, and tax planning. Eg: Mutual fund compare tool, Retirement planning tool.
Visit Us In Person
Meet one-on-one with a knowledgeable Investment Counselor to discuss your investment needs, or open an account or conduct transactions at one of our centres.
Outstanding online advice and execution My wife and I have had accounts at T. Rowe Price for more than 20 years. We hold brokerage accounts, IRAs and Roth IRAs for each of us. We have been very pleased with their service over the years. Their brokerage portal is very friendly. The opening screen after login lists the value for the brokerage account and separate related joint and IRA mutual fund accounts, although only the total for the retirement accounts are listed. From the opening screen, I click through the account link to get to the brokerage screen. The brokerage screen itself is very friendly. The box to request real time quotes is on the right of the screen. The left side of the screen has links for account snapshot (custom view), account balances, account positions (individual securities) account history (recent trades), streaming quotes, watch list (specify 40 lists of up to 600 symbols total), market watch (a screen summarizing statistics), research and news, a link to a research portal that has incredible information available, and a gateway to Price s mutual funds. (Contd )
In terms of stock orders, the screen is very friendly again. Whatever action I wanted buying or selling, number of shares, order type,etc. Execution is as simple as anywhere else. I have had no issues whatsoever with online execution. Personal services status carries other perks as well - Portal with online Wall St. Journal articles and features from marketwatch.com. - Free national turbo tax software - Free membership to online Wall St. Journal - Free premium membership at Morningstar.com However, the best perk of all is being able to move money back and forth to and from T. Rowe Price mutual fund accounts. I could write for another 24 hours and not do T. Rowe Price justice.