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Rockwood Capital Advisors, LLC

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Rockwood Capital Advisors, LLC

Overview:

As an independent, employee-owned firm, we provide objective investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the United States. The firm’s partners have an average of over 20 years experience in the investment management industry. Four founding partners worked together for several years at one of the largest trust and investment counseling firms in the nation prior to forming Rockwood. As owners of the firm, each partner has a direct, personal stake in the success of our clients - "your success is our success".

We are committed to the highest level of ethical responsibility and professionalism, including the code of conduct and standards of practice of the Chartered Financial Analyst (CFA) Institute. We maintain a highly competitive fee structure, free of any hidden charges or potential conflicts of interest.

Our investment strategies are well-conceived, disciplined and implemented by an experienced, stable team of investment professionals, equipped with resources normally associated with a much larger organization. Each member of the firm shares a consistent investment philosophy, and we strictly adhere to a prudent risk management discipline - delivering performance you expect and service you deserve.

Toll Free: +1 888 962 8336

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