DISCIPLINED. PROVEN. RESPONSIBLE.
Selecting an investment advisor can be a daunting task. While not necessarily a core competency, it’s a decision that may have a profound impact on your organization’s ability to fulfill its mission in the future.
Our goal as an advisor is to have you focus only on the areas that are relevant to long-term success. That’s why we build portfolios and determine asset allocations based on disciplined, proven, and responsible principles of capital management. Our focus on the risks that matter – and the risks for which investors are compensated – allows us to adapt an investment philosophy into portfolios and asset allocations that have the best probability of meeting the goals of your organization.
Our longer-term goal is to develop a close relationship in which we can deliver even more value beyond the investment portfolio. We work hard to understand your industry, your organization, and its challenges and goals. And, we share our expertise and experience so that you’ll consider us an extension of your organization.
In all, we’re confident that we can help you exercise the best possible care over your organization’s assets. After all, we’ve been doing exactly that for close to 35 years.
AS AN INDEPENDENT REGISTERED INVESTMENT ADVISOR WITH MORE THAN $1 BILLION IN ASSETS UNDER MANAGEMENT, ROCKBRIDGE INSTITUTIONAL MANAGES $300 MILLION IN INSTITUTIONS, FOUNDATIONS, AND ENDOWMENTS.
In 2015, we recommitted ourselves to serving only the institutional marketplace. And while the company’s name and primary client base have changed since 1991, what has not changed is our steadfast dedication to the same time-tested principles of capital management.
Throughout our history, we have been dedicated to exceptional service, developing close partnerships, and sharing best practices from across
the range of our experiences. Combined with our very competitive fee structure, we’re confident that we deliver an unbeatable value to our clients.
Building off our solid history, we make the same commitment to the future every day: we bring the know-how, infrastructure, technology, and experience to work as a valued partner toward your success.
