A complete list of active advisors currently associated with Rockridge Money Management LLC
Warmer can help you find a great advisor at Rockridge Money Management LLC or one who fits your needs even better.
Rockridge Money Management provides discretionary asset management and individualized portfolio supervision for individual clients, offering continuous monitoring and monthly performance reports. The firm manages roughly $15.6 million in client assets across a very small number of accounts. Its investment approach is grounded in fundamental analysis and the firm places primary emphasis on dividend‑paying stocks, typically constructing diversified portfolios from mutual funds and equities while accommodating special situations such as low‑basis stock or closely held business interests. The firm also uses short‑term and trading strategies at times, and notes that more frequent trading can increase brokerage and transaction costs. Noteworthy aspects include the unusually small client base and the firm’s practice of executing trades on an individual account basis rather than aggregating or block trading, a choice the firm links to its low number of accounts. The firm’s principal maintains an outside writing business, devoting about 30 hours per month (roughly half during market hours), and the firm does not vote client proxies, leaving proxy decisions to clients.
To learn more about the advisors currently working at Rockridge Money 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.
Name |
Location |
Years of experience |
|---|---|---|
Oakland, CA
| 16
|
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