Financial Planning | Investment Strategy | Wealth Management
Professional Wealth Management
BirdRock Asset Management is an independent financial advisory firm providing custom-tailored investment services for our clients. We take a holistic approach to building wealth for our clients and managing their financial assets. Because our relationships are built on trust, we have gained national recognition as a top independent wealth management firm.
Mission and Values
Our mission is to secure your financial future so you can live a life you love. We abide by the following core values that guide everything we do:
- Respect and empathy for the people we work with
- Trust and transparency in what we say
- Passion and professionalism in everything we do
- Expert investment strategy and portfolio management
A Trusted Partner
We take investing seriously and strive to create a lifelong partnership with all of our clients. As a fiduciary, you’ll always know that we’ll do the right thing and be there with you every step of the way. In fact, all of our partners, advisors and employees invest right alongside our clients. We’re always in your corner and on your side - both in good times, when the markets are going up but also during times of normal market volatility and economic uncertainty.
Our Services Are Aligned With Your Investment Objectives
There are many financial decisions to be made and so choosing the ones that best meet your individual needs can be complicated. Informed decisions are best made after an assessment of your needs and goals for the future. After meeting to do this, you will be better informed to choose a comprehensive suite of products and services to meet your unique situation. The view of your future should be considering the full picture, not just part of it.
Meet Your Team
Experience You Can Count On
BirdRock is comprised of an award-winning team of diverse investment professionals with decades of wealth management experience. We have managed money for some of the largest pension funds in the country as well as for our families, friends and clients - people who trust us to do the right thing.
Our team meets regularly to assess the current landscape and actively manage our client’s portfolios by adjusting our strategies based on changing market conditions. We strive to protect and grow your assets while reducing risk and volatility, by focusing on core market research and building well-diversified investment portfolios that stand the test of time.
Founded in 2006, our company is headquartered in Austin, Texas.
Morningstar 5 Star
2019 eight-time Texas Monthly Five Star
Paladin Five Star
PSN 'Top Gun' Money Manager
PSN ‘Money Manager
of the Decade’