A complete list of active advisors currently associated with Rocky Hill Advisors Inc.
Warmer can help you find a great advisor at Rocky Hill Advisors Inc. or one who fits your needs even better.
Rocky Hill Advisors, Inc. provides investment management and expert witness consulting to individuals, pension and profit‑sharing plans, corporations, trusts, estates, and Native American tribes, managing roughly $102 million across about 135 clients. The firm delivers financial and accounting analysis, portfolio management, IRA rollover recommendations, and litigation‑related consulting services. The firm uses a customized, tactical allocation approach emphasizing capital preservation and periodic rebalancing, employing a broad mix of securities including equities, fixed income, mutual funds, foreign securities, CDs, and interests in real estate partnerships. Most assets are managed on a non‑discretionary basis under client‑specified objectives, and custody and trade execution are primarily conducted through Fidelity, with access to more than 200 independent managers and 700 portfolio structures. Notable differences from many peers include acting as a wrap‑fee program sponsor—a relatively uncommon role among similar supported firms—and the predominance of non‑discretionary AUM rather than discretionary mandates. The firm also maintains a longstanding practice providing accounting and damages quantification work in breach‑of‑trust litigation for Native American tribes (engagements dating back to 1997) and recently transitioned from state to SEC registration.
To learn more about the advisors currently working at Rocky Hill Advisors Inc., 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 |
|---|---|---|
Peabody, MA
| 23
|
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