Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

Investment Strategy

Active Forecasting: Most investors primarily experience investing as an attempt to predict the future: Trying to choose the right stocks and/or correctly forecast market conditions. There are at least two problems here:

(1)  No Control – As Yogi Berra said, “It’s tough to make predictions, especially about the future.”

(2)  High Costs – Your predictions must not only be consistently correct, they must overcome the higher costs involved in the attempt.


Passive Structure: We believe it’s best to focus on factors you can control. With our investment strategy, we heed decades of academic evidence supporting the factors that most heavily influence successful portfolio management, giving top priority to:

(1)  Risk/reward – Your need to build wealth while tolerating necessary market risks

(2)  Global diversification – Dampening market risk so you can better stick to your plan

(3)  Cost management – Avoiding all costs that are not expected to contribute to end returns

We couple investment strategy and fee-only structure with a clear process to guide the way. Learn more

getting started is simple

315.671.0588 Schedule a meeting Sign Up for Our Newsletter