A complete list of active advisors currently associated with Rockbridge Investment Management, LLC
Warmer can help you find a great advisor at Rockbridge Investment Management, LLC or one who fits your needs even better.
Rockbridge Investment Management serves individual clients (including high-net-worth households), nonprofit organizations, business entities, and pension or profit-sharing plans. The firm offers discretionary and non-discretionary investment management, investment supervisory services for retirement plans, and project-based financial planning and consulting. RIM’s investment approach emphasizes diversified, low-cost portfolios built primarily with index mutual funds and exchange-traded funds, with regular rebalancing to maintain established asset-class commitments. Advisors tailor asset allocation to each client’s stated objectives and risk profile and also provide 401(k) plan consulting and participant education for plan sponsors. Noteworthy features include managing roughly $1.84 billion across about 1,500 client relationships while maintaining no account minimum requirement and offering written financial plans typically delivered within two weeks. Operationally, the firm does not accept proxy-voting authority for client accounts, may arrange fee deductions and standing transfer authorizations through custodians, and does not engage in frequent trading or trade aggregation.
To learn more about the advisors currently working at Rockbridge Investment Management, 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.
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