What sets Rockbridge Apart?

Business Structure

Dedicated Client Care, Built In

 

Fiduciary.

In contrast to traditional broker/dealer relationships, as a Registered Investment Advisor firm, we are required to always act as your fiduciary, strictly serving your best interests.

Fee-only.

We are compensated strictly through your fully disclosed fees, refusing commissions or any other misaligned third-party incentives.

Cost-effective.

We seek the lowest-cost investment solutions among those that best meet your goals (others offering non-fiduciary advice are not similarly obligated).


Clear Process

Hand-Crafted Client Care

 

Getting Started.

Even if Rockbridge seems like a good fit for you, we know it can be daunting to take that first step. Our clear process walks you through a well-planned series of meetings – identifying, organizing, resolving complexities.

Building Momentum.

Our relationship unfolds at a relaxed, comfortable pace, with ample time to develop, implement and periodically review our custom-crafted plan for advancing your personal, professional and financial interests.

Moving Forward.

Each step of the way, you’ll know where you stand, where you want to go as our relationship unfolds, and how we’re going to help you get there.


Investment Strategy

 Evidence-Based Investing, Guided by Your Goals

 

Evidence-Based Understanding.

Decades of academic and practical evidence has made it clear for those who will heed the advice: Instead of trying to “beat” ever-volatile markets, we structure your portfolio to maximize expected market returns from the factors we can expect to control, while minimizing the risks and costly distractions that stand in the way.

Fee-Only Management.

Eliminating the conflicts of interest inherent to accepting commissions from third-party product providers, we build your portfolio from solutions that are expected to most efficiently and effectively advance your interests, not ours.

Patient Outlook.

Investors are often their own worst enemies when they lose their resolve during turbulent markets and trade at all the wrong times. We’ll help you maintain a steady strategy through thick and thin, such as “my life is a mess, how do I improve on that?”

11 Common Questions:

Click on each to learn more.

Why Fee-Only Investment Advisors?

Closely related to the fiduciary standard of care offered by Registered Investment Advisor firms, there is the matter of compensation: Who is paying the bills? In a commission-based model, traditional brokers and similar financial intermediaries are paid by the companies whose products they buy and sell. How might that affect their loyalties? Learn More

What does a Fee-Only Investment Advisor do?

It depends on the fee-only investment advisor, but we can tell you what we do at Rockbridge. At the highest level, we help you build or maintain your wealth in a meaningful way, so you can feel free to do what you want with your life. In the face of life’s many uncertainties, we want to make investing as easy and effective as possible for you. Learn More

Why Work with a Registered Investment Advisor Firm?

There are essentially two ways to participate in our financial markets. You can form a relationship with a Registered Investment Advisor (RIA) firm to serve as a liaison between you and the brokers who execute your trades. Or you can work directly with a broker. Learn More

Why should I do business with Rockbridge?

That’s a fair question. It’s hard to find an advisor who offers all the investment advisor services we’ve described above, but we’d be flat-out lying if we claimed to be the only one. So, beyond our robust services, we believe we’re an appealing choice because our business is built around our commitment to client care. Learn More

Fees, schemes. Can’t I do this myself?

Yes, you can, sort of. Good, basic investing isn’t rocket science. But even so, most people don’t do it nearly as well on their own. Learn More

Fee-Only versus Fee-Based Investment Advisors

As if the financial industry weren’t complicated enough, there are fee-only investment advisors and fee-based advisors — and a Registered Investment Advisor firm can be either. As the wording implies, fee-only investment advisors like Rockbridge receive NO commissions or any other forms of compensation from ANY outside sources. At the other end of the spectrum, commissioned brokers receive most or all of their revenue from the companies whose products they buy and sell. Learn More

Choosing A Fee-Only Investment Advisor

By now, we hope we’ve convinced you of the advantages of turning to a fee-only investment firm with Registered Investment Advisors for assistance in achieving your long-term financial goals. But even within this narrower scope, there are often multiple choices. How do you decide? Learn More

Who is an Ideal Client for a Fee-Only Investment Advisor?

We’d like to think that any investor who is seeking to build wealth according to a customized plan based on his or her personal goals — and is willing to adopt a patient, long-term strategy for doing so — is a good candidate for working with a fee-only investment advisor. Learn More

Isn’t the stock market too risky for my retirement investments?

The short answer is, it depends. First, it helps to understand different kinds of investment risk: Learn More

How are you going to protect my money if there’s another economic meltdown?

The best time to “react” to an economic meltdown is long before it happens. To manage your wealth through good times and bad, we emphasize planning and preparation as the foundation upon which to build. Learn More

Why can I expect your way of managing money to work well for me?

Perhaps our biggest point of distinction is that all of our services, strategies and advice are centered on ensuring that your unique goals, challenges and opportunities are the driving force behind your financial activities. Learn More

getting started is simple

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