A complete list of active advisors currently associated with Alpha Rock Investments, LLC

Warmer can help you find a great advisor at Alpha Rock Investments, LLC or one who fits your needs even better.

Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset management and comprehensive portfolio management to individuals, trusts, pension and business clients. Portfolios are constructed from public securities (stocks, bonds, mutual funds and ETFs), options and, where appropriate, private and alternative investments. The firm combines a broad set of research methods — fundamental, quantitative, qualitative, technical/charting, cyclical and sector analysis — and deploys strategies ranging from long-term buys to tactical and short-term trades. It may use margin, options and short-sale strategies in client accounts and may allocate to private credit funds and other alternative investments while managing fixed-income duration and periodic rebalancing. Compared with many solo independent advisers, Alpha Rock is notable for its explicit willingness to use private credit and other alternative vehicles alongside more active trading tools and for its stated practice of generally not permitting client-imposed security restrictions. The firm recommends a national custodian (Charles Schwab), discloses safeguards around fee deductions and custody, and states it will not accept authority to disburse client funds to third parties.

To learn more about the advisors currently working at Alpha Rock Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.