Multi-asset investment strategies for individuals, families and small institutions.
Rockingstone Advisors LLC is a boutique asset management firm co-managed by Brandt Sakakeeny and Eric Katzman, CFA.
As an SEC-registered investment advisor, we provide multi-asset investment strategies to individuals, families and small institutions through separate accounts.
Our investment strategies attempt to capitalize on pricing inefficiencies across broad asset classes and then across individual securities, with a strong emphasis on fundamental research and analysis.
Sophisticated
We provide investment strategies that go beyond mutual funds and municipals, providing high net worth individuals and families with portfolio management across multiple asset classes with an emphasis on capitalizing on mis-priced assets, then mis-priced sectors, then mis-priced securities in an attempt to generate positive risk-adjusted returns.