BirdRock Asset Management is an independent value-oriented advisory firm that specializes in providing personalized service and unbiased investment advice.

BirdRock Asset Management builds trust with clients through strict adherence to Global Investment Performance Standards (GIPS).  All investments are verified by Beacon Verification Services.

Investment Philosophy

Investing with BirdRock Asset Management means having an investment advisor who puts your needs first.  We understand that trust and integrity are just as important to you as investment performance.  Our portfolio management team has combined investment experience of over 22 years, and an outstanding performance track record.  In addition, we provide performance results that are verified semi-annually by an independent verification services firm for compliance with Global Investment Performance Standards, so you can feel confident in the accuracy of the data we provide. 

We spend time getting to know you and your investment goals and expectations so we can tailor our recommendations to you specifically.  It is also important that we maintain an open dialogue with you throughout our relationship and reevaluate those recommendations on an ongoing basis as your financial situation and objectives evolve. 

We want to be certain that you understand and are comfortable with the plans we lay out for you and the products and services you will be utilizing.  Therefore education is an important part of the client-advisor relationship.  In addition to face-to-face and over-the-phone conversations, we will provide you with newsletters and website updates regarding market conditions and other topics of interest and invite you to participate in local educational events designed to inform our clients of important policy, financial industry, and economic updates. 

We also want you to be comfortable with the progress that your portfolio is making and understand the risks associated with your investment.  To that end, we will include in our meetings a discussion of how you can use benchmarks to gauge the progress of your investment and the risk and reward components associated with it.