A complete list of active advisors currently associated with Rockcliff Capital, LLC

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

Rockcliff Capital provides tailored investment and wealth management along with financial planning and consulting to individual and high‑net‑worth clients, delivering separate private account strategies that primarily utilize exchange‑traded funds and diversified equity exposure. Services include both discretionary and non‑discretionary portfolio management plus ongoing advice on tax, estate, cash‑flow and college funding matters. The firm’s investment approach emphasizes fundamental analysis and a multi‑faceted asset allocation process—strategic, tactical and dynamic—while monitoring global monetary policy trends and conducting periodic portfolio reviews. Portfolios are implemented largely through ETFs and broad equity exposures, and planning recommendations are integrated into the investment program. Notable characteristics relative to peers include the principal’s dual professional credentials (CFA and CFP), a relatively concentrated client base with substantial assets under management, and an explicit practice of not offering commission‑based investment products. The firm also offers standalone consulting engagements in addition to AUM management, delegates custody to qualified custodians, does not use performance‑based compensation, and clients retain proxy voting authority.

To learn more about the advisors currently working at Rockcliff 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.