As we venture into 2010 and beyond, I would like to share some information about our firm, Rockbridge Investment Management. We have a clear vision for why we exist as a firm. While our vision guides what we do on a daily basis, it is important to know where we stand today and set goals that will ensure continued success.
Rockbridge Investment Management is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but often difficult process of successful investing.
Where We Are Today
As of December 31, 2009, we manage $194 million in client assets. To put that in perspective, Rockbridge is the 4th largest of the 30 local registered investment advisory firms (in terms of assets managed). The chart below breaks down our client base in terms of relationships, asset size and revenue.
|# of Clients||% of Total Assets||% of Total Revenue|
Rockbridge is jointly owned by its principals Craig Buckhout and Tony Farella. There are four additional employees focusing on different areas of the business. Mary Habib is responsible for client services and also serves as Chief Compliance Officer. Julie Murfitt heads up our administrative areas including trading, portfolio software management and is our excellent newsletter designer. Patrick Rohe is responsible for managing client portfolios for both individuals and small business retirement plans. He is also starting his pursuit of the Certified Financial Planner (CFP®) designation. Lastly, Dick Schlote has joined the firm to help design and implement our new wealth management initiatives.
Goals for 2010 and Beyond
As a group, we are very excited about the coming year and beyond. We are passionate about our investment philosophy and derive much satisfaction from helping our clients move confidently toward achievement of their financial goals. Our vision and goals will be the foundation of success for each of us and our clients. Happy New Year!
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