315-671-0588

Rockbridge Institutional

Disciplined. Proven. Responsible.

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Disciplined. Proven. Responsible.

Rockbridge Institutional exclusively serves the unique needs of institutions, foundations, endowments, and not-for-profits by applying a disciplined, proven, and responsible investment philosophy.

Sound Guidance

Our Investment Philosophy Is Based On The Well-researched Principles That:

  • Capital markets provide returns for risks that cannot be diversified away
  • A portfolio’s risk is defined by how it is allocated among independent asset classes
  • Security selection consists of constructing portfolios with specific risk/return characteristics at the lowest cost
  • Capital markets provide returns for risks that cannot be diversified away
  • Carefully measuring and monitoring results is necessary for long-term success

Focus

We are focused exclusively on serving the unique needs of institutions, foundations, endowments and not-for-profits.

Philosophy & Process

Our rigorous method is the disciplined application of proven academic principles of capital management.

Investment - Driven

We are not shy about explaining our mission and goals, but we are not a sales-driven culture. Rather, our passion is investing and the life-long learning necessary to do it well.

Consistency

Consistent application of philosophy across all client relationships at all times.

Peace of Mind

We provide a clear and transparent investment philosophy that allows the highest fulfillment of a board’s fiduciary responsibility by:

  • Minimizing negative surprises.
  • Minimizing the intense, skilled, and continual oversight a board has to exercise over traditional managers.
  • Providing intelligent exposure to market returns by exposure only to areas of compensated risk.

Parternships with Organizations

As fiduciaries, we have an obligation to act in the best interest of clients at all times. What’s more, we make a commitment to act as an extension of the board itself. Our aim is to develop long-term, beneficial relationships with partner organizations.

Accessible, Communicative, and Responsive

We provide best-in-class service to clients. Contact is always with the primary decision-makers on portfolios, not with sales people miles away from the actual investment decisions.

Experienced

Our investment professionals have advanced degrees and have taught the academic principles of our investment philosophy at the university level. Moreover, as community leaders, our staff has decades of experience as board members of local institutions, foundations, and not-for-profits.

Industry Recognition & Awards

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The Process

How it Works

How we can help

Financial & Retirement Planning
Pension Analysis
Insurance Planning
Business Succession Planning
Estate Planning
Tax Preparation

Who we help

Bob and Cathy
Jim and Emily
Mike and Patty
Dave and Susan
Bill and Peggy

Institutional

Company

How We're Different
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Rockbridge Investment Management
220 S Warren St, 9th Floor
Syracuse, NY 13202

315.671.0588

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