Competitive Advantages
Aligned Interests
Fee-based, rather than commission-based
Experience in Security Analysis
50+ combined years of security analysis, a rarity in wealth management
Comprehensive
Global multi-asset, rather than sector or style-specific
No divide between “relationship” and “analysis”
Wall Street has separated asset management into those who manage relationships and those who analyze investments. Rockingstone has not.
Set a Higher Standard
A “fiduciary” duty always to act in the best interests of our clients, not just to ensure “suitability”
Transparent
Online access allows clients to see every position and trade