OLD ROCK ASSET MANAGEMENT

Old Rock Asset Management(*) is a registered investment advisor working primarily with high net worth individuals and their associated trusts, foundations and retirement plans.

 

Client portfolios are individually structured and managed taking into account the unique investment objectives, obligations and risk tolerances of the individual client or trust account. Our investment objective is long-term wealth creation and capital preservation. We pursue superior long-term returns by maintaining diversified portfolios and taking prudent risks when market conditions warrant. We believe in our approach and invest our own capital using the same methodology we implement for our clients.

 

Being an independent investment advisor allows Old Rock Asset Management to focus exclusively on the needs and requirements of our clients. We are a fee-based advisor so our compensation is fully aligned with the interests of our clients. We do not earn commissions of any type or take payments from any third parties. We are under no pressure to sell our clients any particular security or investment product and our advice is client-focused and completely unbiased. We have no inherent conflicts of interest. As a registered investment advisor we are required to uphold a higher standard of conduct and fidelity to our clients compared to brokers and other representatives of investment firms.

 

Old Rock Asset Management is an investment advisor. The assets we manage for clients are held by independent, third-party custodians chosen by our clients. Clients maintain full access to their assets and can easily monitor individual portfolio holdings.