Eagle Rock is an independent Registered Investment Advisor founded by seasoned investment professionals with a focus on better serving the individual needs of our clients and community.
Eagle Rock was founded with these Core Beliefs in mind:
The Client Always Comes First
We understand the importance of trust in the wealth management relationship. Which is why we manage our client's
assets with integrity, transparency and objectivity.
We provide our clients with a collaborative approach to managing their wealth according to their individual
needs. At the core of everything we do and every decision we make is the client and their best interests.
Focus On Long-term Goals
Every client will have different goals, however, one shared goal of any successful strategy is maintaining a
long-term focus especially during periods of short-term market euphoria or depression.
By focusing on the long-term ultimate goal we are able to ignore or exploit the short-term vagaries in
the markets instead of letting that 'noise' drive our decisions.
Develop Customized Portfolios
After developing an in-depth and comprehensive understanding of each client's individual needs and long-term goals, we are able to
develop customized, diversified portfolios that are tailor made for each individual client.
We have decades of experience in wealth management and broad access to a wide range of investment
opportunities across many different asset classes.
Serving The Community
A defining part of Eagle Rock's culture is our belief that the integrity and ethical behavior with which we manage our client relationships should extend into our local communities. We look for opportunities where we can make an impact not only through monetary donations but also our time.
We are proud to be a certified member of the 1% for the Planet organization. This organization is a global network of businesses, individuals and nonprofit organizations tackling our planet’s most pressing environmental issues. With our membership, we pledge to donate at least 1% of our annual sales to support approved nonprofit organizations.
