A complete list of active advisors currently associated with Rockbound Capital LLC
Warmer can help you find a great advisor at Rockbound Capital LLC or one who fits your needs even better.
The firm provides discretionary portfolio management services to individuals and high net worth individuals, offering model portfolios and advice across mutual funds, ETFs, stocks, bonds, treasuries and REITs. The brochure indicates this is an initial Form ADV filing and the firm currently reports no assets under management. The firm's investment approach emphasizes asset allocation and Modern Portfolio Theory to construct diversified model portfolios calibrated to client risk tolerance and time horizon, and it generally requires discretionary authority without permitting client restrictions on specific holdings. It recommends and routinely requires clients to use a single qualified custodian (Interactive Brokers) and relies on that custodian’s institutional platform and execution services. Distinctive operational and personnel features include its status as a newly formed, single-owner adviser led by an individual with a technology and machine-learning research background rather than a conventional finance-only resume. The firm also discloses several atypical practices for its category: it does not participate in wrap fee programs or charge performance-based fees, it routinely directs brokerage to a single custodian, it will not vote client proxies, and it exercises limited custody only to facilitate fee deduction by the custodian.
To learn more about the advisors currently working at Rockbound Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 0
|
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