Financial Planning | Investment Strategy | Wealth Management
Professional Wealth Management
BirdRock Asset Management is an independent financial advisory firm in Austin, TX 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 Align With Your Financial Goals
There are many decisions to consider to set yourself up for true financial freedom. Determining the best strategy for your individual needs can oftentimes be complicated. Informed decisions are best made after an initial assessment of your financial goals and individual situation. After a FREE financial consultation, you will be better able to choose the right approach to meet your financial goals. A comprehensive analysis of your overall finances will ensure that you make the best choices to set yourself up for long-term success.
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 economic landscape and we 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 volatility and risk, by focusing on core market research and building well-diversified investment portfolios for our clients that stand the test of time.
Founded in 2006, our company is headquartered in Austin, Texas.
President | Portfolio Manager
Investment Advisor | Senior Client Relations Manager
Managing Director | Assistant CIO
Senior Research Analyst
Director of Institutional Sales & Marketing
Founding Partner | Strategic Partnerships
Chief Financial Officer | Certified Public Accountant
Client Service Specialist
Morningstar 5 Star
2019 eight-time Texas Monthly Five Star
Paladin Five Star
PSN 'Top Gun' Money Manager
PSN ‘Money Manager
of the Decade’