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Industry Niche

There is an ample supply of complex and costly multi-strategy hedge funds and fund of funds on one side; on the other, low cost and basic index and mutual funds. Between them: a massive gap.

We address that gap, and attempt to benefit from innovation in financial services and a re-assessment of traditional passive “buy and hold” strategies.

The Current Landscape

Stress in financial markets has:

  1. Up-ended traditional views of passive asset management;
  2. Exposed a large gap in portfolio management;
  3. Demonstrated the beneficial impact of innovation in exchange-traded vehicles.

Unfilled Need

Rockingstone Advisors was founded with the belief that there is an unfilled need for sophisticated financial advisory services at a reasonable cost, within a unified, sole-sourced solution.