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.
We are compensated strictly through your fully disclosed fees, refusing commissions or any other misaligned third-party incentives.
We seek the lowest-cost investment solutions among those that best meet your goals (others offering non-fiduciary advice are not similarly obligated).
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.
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.
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.
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.
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.
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?”
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