In the beginning . . .
Craig Buckhout and Bob Ryan left corporate America to start an independent investment advisory firm. The original firm, Disciplined Capital Management, was launched in Craig’s garage with one client. Their focus was on advising large corporate and institutional clients on an evidence-based investing approach to portfolio management.
Focus turns to managing family wealth.
With the success of the evidence-based investing approach to portfolio construction, the firm added investment management for individual and families.
The Rockbridge name is born.
Recognizing that Institutions and families have very different investing needs, Rockbridge Investment Management was created to solely focus on individuals, families and small business retirement plans. Patrick Rohe joined the firm and eventually becomes Rockbridge’s 3rd partner. We end the year managing $196MM for 389 client families.
Rockbridge moves to new downtown space, ranked by CNBC Top Advisory Firm.
Rockbridge and Disciplined Capital Management merge their respective family wealth management businesses, retaining the Rockbridge name. Managed assets more than doubles to $423MM and we pass 450 clients. The firm grows to 11 employees and we make a move to the historic Merchants Commons building in downtown Syracuse with amazing views from the 9th floor rooftop patio. Rockbridge is also named a top 100 wealth management firm by CNBC.
A merger and additional comprehensive planning.
Salt City Financial Planning merges with Rockbridge and owner Ed Barno joins the firm as the 4th Partner. David Carroll joins the firm and after 2 years becomes Rockbridge’s youngest partner. The firm continues to focus on investment management and comprehensive financial planning becomes a core offering to existing and prospective clients.
Rockbridge continues to experience record growth.
Managed assets grows to $708MM and the number of families that we serve surpasses 750. Number of employees increases to 16, all based in Central NY. Rockbridge is the largest Syracuse based independent fee-only investment advisory firm. The firm has 6 partners and a well thought out succession plan to be sure the firm endures beyond its founding members.
Continued growth, additional partners, & CEO named.
Rockbridge names partner, Patrick Rohe, as the firm’s CEO along with adding two more partners to the firm’s ownership (Nick Stancato). Managed assets now exceed $1 Billion for 900+ clients. The firm continues to strive for growth while continuing to focus on and improve the client experience.