Global Investment Management Firm Expands Florida Presence; Center Offers
Personal Guidance from Investment Counselors
BOCA RATON, Fla., June 4 /PRNewswire-FirstCall/ -- T. Rowe Price
announces the opening today of a new walk-in Investor Center in Boca Raton,
Fla., to provide a wide array of personal investment services to South
Florida investors. The center is the global investment management firm's
second in Florida, after a similar center in Tampa.
The Boca Raton Investor Center is located on the first floor of the
Wachovia Plaza, 925 South Federal Highway. To contact the center, call 561-
338-4300 or toll-free 800-840-9509. The center is open from 8:30 a.m. to 5
p.m. weekdays and by appointment from 9 a.m. to noon on Saturdays.
"We have a very strong client base in Florida, and the Boca Raton
Investor Center will enable us to better serve investors in South Florida
who prefer to meet with a T. Rowe Price investment counselor and who want
to access a wide range of investment resources all in one place," said
Edward C. Bernard, chairman of T. Rowe Price Investment Services. "The new
center reflects our ongoing commitment to meet the needs of our clients,
helping them manage their investments in a convenient, comfortable way and
make the right decisions to reach their financial goals."
The Boca Raton Investor Center offers the following services:
-- Investment Guidance: Investors can work one-on-one with an investment
counselor to review their portfolios, develop asset-allocation
strategies, or plan for retirement - using the firm's proprietary
investment planning tools.
-- Mutual Funds: Investors can obtain information about the entire family
of T. Rowe Price 100% no-load funds. They also can open new accounts or
obtain personal assistance with transactions.
-- Brokerage: Investors can place orders for the purchase and sale of
individual securities and deposit stock certificates in an account.
The center's investment counselors do not work on commission, enabling
them to provide objective guidance focused on investors' best interests.
"We look forward to serving our clients in South Florida with the same high
level of service they have come to expect and appreciate from T. Rowe
Price," said Mathew Lepak, manager of the Boca Raton Investor Center.
"Whether investors are seeking guidance on retirement planning, rolling
over an old 401K, choosing a college savings plan or simply looking for
help selecting a mutual fund, visiting an investor center will allow them
to work closely with an investment counselor toward their objectives."
The Boca Raton and Tampa Investor Centers are two of 14 T. Rowe Price
investor centers nationwide. The others are in Walnut Creek and Woodland
Hills, Calif.; Colorado Springs, Colo.; Washington, D.C.; Oak Brook and
Northbrook, Il; Baltimore and Owings Mills, Md.; Wellesley, Mass.; Short
Hills, N.J.; Garden City, N.Y.; and Tysons Corner, Va.
Founded in 1937, Baltimore-based T. Rowe Price Group, Inc., (Nasdaq:
TROW) is a global investment management organization with $349.9 billion in
assets under management as of March 31, 2007. The organization provides a
broad array of mutual funds, sub-advisory services, and separate account
management for individual and institutional investors, retirement plans,
and financial intermediaries. The company also offers sophisticated
investment planning and guidance tools.
Call 1-800-638-5660 to request a prospectus, which includes investment
objectives, risks, fees, expenses, and other information that you should
read and consider carefully before investing. More information is available
at http://www.troweprice.com. Brokerage services offered through T. Rowe Price
Investment Services, Inc., member NASD/SIPC.
SOURCE T. Rowe Price Group, Inc.
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Related links:
http://www.troweprice.com/
CONTACT:
Mat Lepak, +1-561-338-4300, or Robert
Benjamin, +1-410-345-2205, or Brian Lewbart, +1-410-345-2242, all
of T. Rowe Price Group, Inc.
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