A complete list of active advisors currently associated with Bass Rocks, LLC / Bass Rocks Asset Management

Warmer can help you find a great advisor at Bass Rocks, LLC / Bass Rocks Asset Management or one who fits your needs even better.

Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services to individuals, high‑net‑worth individuals, and other investment advisers, serving a small client base of about 21 accounts and stating no account minimum. The firm documents client objectives and constraints in an Investment Policy Statement for each relationship. The firm applies both fundamental and technical analysis and implements strategies on a discretionary basis, with regular monitoring and quarterly reporting through the custodian. Portfolios focus on equities and ETFs but the firm primarily recommends options‑related strategies and may employ margin and short‑term trading, which can raise the risk profile of accounts. Compared with many peers, Bass Rocks is notable for emphasizing options (including uncovered option strategies and margin) and for offering subadvisory services to other advisers despite a relatively modest asset base (about $16.3 million). The firm requires custody at Schwab Institutional and does not aggregate trades across client accounts—practices that can influence execution, allocation, and potential trade efficiencies relative to other supported firms.

To learn more about the advisors currently working at Bass Rocks, LLC / Bass Rocks Asset Management, 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.