Investing with Bird Rock Asset management means having an investment advisor who puts your needs first.  We understand that trustworthiness and competence are just as important to you as investment performance.  Our portfolio management team has combined investment experience of over 17 years, and an excellent performance track record.  In addition, we will offer performance results that are audited annually by an independent accounting firm, so you can feel confident in the accuracy of the data we provide. 

We will 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. 

But it doesn’t stop there.  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. 

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.

We encourage you to explore our website and contact us if you would like to learn more about our products and services.  You may email questions to or, if you prefer to speak to someone directly, you may call us at (512) 236-0071.