At Rockbridge, we believe in an evidence-based approach to wealth management that puts your interests first. As a fee-only financial advisory firm based in Syracuse, NY, our investment philosophy is built on decades of academic research and proven market principles rather than speculation or market timing.
Our investment strategy is firmly grounded in Modern Portfolio Theory, which earned Harry Markowitz the Nobel Prize in Economics. This framework demonstrates that thoughtful diversification across multiple asset classes can optimize returns while managing risk. Rather than chasing market trends or making emotional decisions, we construct portfolios designed to capture market returns efficiently over the long term.
Central to our approach are the groundbreaking insights of renowned economists Eugene Fama and Kenneth French. Their factor-based model expanded on traditional market theory by identifying specific dimensions of higher expected returns. These factors—including the market, size, and value premiums—provide a scientific foundation for portfolio construction that goes beyond simple index investing.
As a fee-only advisor, our recommendations are never influenced by commissions or product sales. This transparent compensation structure eliminates conflicts of interest and ensures our guidance is solely aligned with your financial success. We believe this fiduciary relationship is essential for building lasting trust and achieving your long-term financial goals.
Our disciplined investment process emphasizes broad diversification, tax efficiency, and cost minimization. We focus on controlling what can be controlled—portfolio costs, tax implications, and risk exposure—while maintaining the patience and discipline necessary to allow market forces to work in your favor over time.
At Rockbridge, we combine academic rigor with personalized service, translating complex financial concepts into practical strategies tailored to your unique circumstances. Our evidence-based philosophy provides a steady compass for navigating financial markets, regardless of economic conditions or market volatility.
