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Contact Us: 512-236-0071     Email: info@birdrockam.com

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Professional Wealth Management

Trust, Confidence and Experience

Financial Planning | Investment Strategy | Wealth Management

BirdRock Asset Management is an independent financial advisory firm providing custom-tailored investment services for our clients. Our mission is to help our clients achieve long-term financial security. Because our relationships are built on trust and transparency, we have gained national recognition as a top independent wealth management firm.

 

Wealth Management Accolades
Informa-PSN Money Manager of the Decade as of 12/31/2014

Multiple recipient Informa PSN “Top Gun” Money Manager
5-Star Morningstar Rating for the 10 year period ending 12/31/2015
Seven Time Texas Monthly Five Star Wealth Manager

 

Built On Trust

BirdRock Asset Management started building trust with our clients from day one. Through the ups and downs of annual market volatility, we stand tall with all of our clients, now more than ever. Because BirdRock is a 100% fee-only advisor, we are never compensated by commissions and we don’t sell financial products. At BirdRock Asset Management, our advisors will help you craft a custom-tailored wealth management plan that fits your unique financial goals. We’re on your side and we’re here to help. Give us a call today.

 

Professional Investment Advisors

We incorporate a holistic approach to financial planning, combined with vigorous market research and a continuous review of our asset allocations. Our team of experts provide our clients with professional financial guidance and wealth management advice. In fact, we invest right alongside our clients, so you always know that we’ve got your back and we’re in your corner. Founded in 2006, our company is 100% employee-owned and is headquartered in Austin, Texas.


BirdRock Asset Management is compliant with the Global Investment Performance Standards (GIPS®). All performance is verified by an independent GIPS verification firm.

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Need Help? Call Us at:
512-236-0071

Create your plan and get on track to hit your goals.

Meet Our Team of Experienced Professionals

Steve Levy serves as President of Birdrock Asset Management. He brings twenty years of industry experience. He has managed BirdRock’s Five-Star ranked Morningstar Small Cap Value Fund since its inception in 2004. Steve has also been named an Informa-PSN “Top Gun Money Manager of the Decade” as of 12/31/2014. He began his career as a Reinsurance Analyst with the JI Companies in Austin, Texas before joining Janus Capital in 1999. From 2001-2006, he served on the Investment Committee of Slaughter & Associates before opening BirdRock Asset Management in 2006. Steve has an undergraduate degree in Political Science and Spanish with an emphasis in International Relations from San Diego University and he studied emerging markets, economics and U.S. Foreign Policy at the Universidad Colegio Anahuac in Guadalajara, Mexico in 1986-87. Steve also serves on the Board of Directors for the International Education Fund in Austin, Texas. *see disclosure

Christina Borger serves as Managing Director and has been with BirdRock Asset Management since the firm’s founding in 2006. She brings 20 years of investment experience to BirdRock Asset Management and is responsible for trading execution, investment analysis, as well as extensive portfolio modeling and simulations. Prior to joining the firm, Christina was the Assistant Chief Investment Officer for the Public Employees Retirement System of Nevada, and with the San Antonio Fire and Police Pension Fund as well as Janus Capital. She has an undergraduate degree from Texas A&M University and an MBA from Georgetown University.

Heather Justman, CPA serves as Chief Financial Officer for BirdRock Asset Management and is responsible for the firm’s accounting and taxes. She brings a diverse accounting background to the firm, with experience in real estate management and development, oil and gas property and acquisition, and partnership taxation. In addition, Heather has provided accounting services to non-profit organizations. She received her Bachelor of Science in Accounting from the University of Wisconsin – Eau Claire.

Aaron has over 20 years of experience in the investment industry, Aaron joined BirdRock in 2015. Most recently, he was responsible for business development at Glovista Investments, focusing on the Midwest/Western region and serving clients within the institutional, public and RIA marketplace. Prior to Glovista, Aaron served as Senior Vice President of Parenteau Associates. He began his career in 1989 as an Account Executive with Minnesota based Equity Securities Trading Company, Inc., a regional clearing broker dealer and boutique investment banking firm. Prior to Parenteau, Aaron was a Managing Partner and founder of Portable Storage of MN, Inc. and Gold Aaro Capital Partners, LLC. Aaron received his Bachelor’s degree from the University of Minnesota with major in International Relations, East Asian Studies.

Stephanie Boeke is an Investment Advisor and serves as Head of Client Relations. She is a Series 65 Registered Investment Advisor Representative. Stephanie brings 12 years of professional customer focused experience from her background as a Pharmaceutical Sales Representative for Solvay Pharmaceuticals, Inc. and as Account Executive for Republic National Distributing Company. Stephanie received her Bachelor of Science from The University of Texas at Austin in 199. Stephanie joined BirdRock in 2013.

As part of the investment team, Jack’s duties include portfolio metrics, quantitative modeling, evaluating business trends, profitability, and leverage ratios, as well as working daily with the Portfolio Management team.
Jack joined BirdRock in 2013. Prior to joining BirdRock, Jack was a Senior Trader at Kershner Trading Group. He oversaw junior traders and developed strategies to balance risk and return in varying market conditions over shorter time frames. Jack earned a B.S. from the University of Texas in Applied Mathematics. During his time in school, he worked as an assistant for UT’s Center for High Energy Physics and served in board roles for both the University Investors Association and the Society of Hispanic Professional Engineers.

Gustavo brings over 30 years of executive leadership to BirdRock Asset Management. As a founding member of BirdRock and Managing Partner of BirdRock’s leadership team, Gustavo is responsible for developing and maintaining key client relationships including Family Office, Bank & Trust Co(s) and private institutional client relationships. Mr. Artaza serves as Chair of BirdRock’s Executive Committee helping to oversee the firm’s strategic direction. Prior experience includes Founder and CEO of International Studies Abroad, one of the world’s largest study abroad providers. Mr. Artaza graduated from the University of Texas at Austin in 1985.

Steve Levy
President and Portfolio Manager
Christina Borger
Managing Director and Assistant Portfolio Manager
Heather Justman
CPA - Chief Financial Officer
Aaron Soderberg
Director of Institutional Sales & Marketing
Stephanie Boeke
Investment Advisor & Client Relations
Jack Tamez
Research Analyst
Gustavo Artaza
Founding Partner

Get in Touch

BirdRock Asset Management
9433 Bee Caves Rd
Austin, TX 78733 

Phone: (512) 236-0071
Fax: 512-430-1346
Email: info@birdrockam.com


ManagerDecade 4Q 2014