At Rockbridge, we believe that the role of an investment advisor is changing, and investors should be expecting more from their advisors than they have in the past. With options like Vanguard, robo advisors, and all the other investment-only solutions popping up each day, it’s clear that advisors who focus solely on investment management are a thing of the past – or certainly should be!
Yes, even our name “Rockbridge Investment Management” demonstrates that investment management is at the heart of what we do, which it is, but I wanted to take a few moments to share with you some of the additional things we help clients with each and every day:
We expect a lot out of ourselves here at Rockbridge, and we continually try to become better at what we do and provide more for our clients. If any of these things resonate or seem timely, please give your Rockbridge advisor a call.
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