News & Commentary

	4Q09 Investor Letter Thursday, 28 January 2010
	3Q09 Investor Letter Friday, 09 October 2009
	Rockingstone Advisors Hires Trevor Smallwood; Opens Office in Ponte Vedra, FL Friday, 14 August 2009
	Rockingstone Advisors Launches Wealth Management Practice Monday, 01 June 2009
	Rockingstone Advisors Receives NY State Registration Friday, 10 April 2009

Rigorous

Consistent with our research heritage, we bring a disciplined investment process to security selection steeped in a deep analytical framework that is both top-down and bottom-up.

Multi Asset

We analyze relative value across multiple asset classes, including equity, equity hybrids, fixed income, commodities, currencies, private equity and real estate, in an effort to determine which securities offer the most attractive relative value and long-term return.

Independent

We offer unbiased advice, as we are not aligned with a broker-dealer and neither do we generate revenue based on commissions on the sale of investment products. All of our revenue is fee-based and paid by our clients.

Sophisticated

We provide complex investment strategies that go beyond mutual funds and municipals, providing individuals, families and small institutions with multiple-strategy, multiple-asset portfolio management designed to capitalize on current market dislocation.

Based in New York and Florida, Rockingstone Advisors LLC is a leading boutique financial advisory firm providing unparalleled asset management and corporate advisory services to select clients in the United States and abroad.

As a Registered Investment Advisor in the states of New York and Florida, the firm's Asset Management division provides sophisticated, multi-asset investment solutions to individuals, families and small institutions.

Based in New York, the firm's Corporate Advisory division provides investment banking services (M&A advisory, capital structure analysis, equity-offering support and investor communications improvement) to public and private companies in the United States and abroad.

Rockingstone Advisors was founded by Brandt Sakakeeny. With more than 15 years’ experience, Brandt has established a reputation as a thought-leader on Wall Street with a strong following among institutional investors and the management of publicly-traded companies.