The right investment strategy to meet your long-term goals
A customized and personal approach
The right investment allocations for each client
We will actively manage and review your investment portfolio on a regular basis in order to maintain the right balance you need to hit your long-term financial goals. Through active portfolio management and vigilant market analysis, we will consistently review and adjust your portfolio over time, based on changes in the market as well as in your own life circumstances.
Financial planning is the key to achieving your long-term goals and objectives. Using our state-of-the-art software combined with decades of financial experience, we will help you develop a financial plan that takes the guesswork out of managing your finances and keep you on track towards reaching your long-term goals.
Developing a well-diversified portfolio is critical to your long-term financial success. Balanced risk-to-reward ratios and having the right allocation of stocks, bonds, real estate, and some cash in your portfolio gives you the necessary foundation to weather financial storms that can circumvent your long-term goals.
How much do you really need to retire?
Financial planning and support for life's biggest challenges
Custom portfolio management for Institutional Investment clients
The key to hitting your long-term retirement goals is to save enough money every month and then invest that money at consistent and regular intervals. We’ll help you understand savings fundamentals and figure out how much you need to set aside in order to achieve those goals. It may be as simple as setting up automatic investment contributions each month so you don’t have to think about it.
As financial planners in Austin, we've helped so many clients through a vast number of their life changes. With the seasons of change comes the need to take a closer look at unique financial situations that arise due to these changes. We know asset management and financial planning are an important part of any transition and we have dedicated a team to this very important area.
Whether you are going through a divorce or buying or selling a business or maybe even moving to Austin and looking for a new job, we are here and ready to help plan for your financial future. We believe in living a life you love and we want to support you in doing that - whatever that looks like for you!
Our investment philosophy is based on the premise that value investing provides investors with long-term rewards greater than other investment strategies, as well as risk mitigation during times of market turbulence. While we believe that the market is efficient at discounting current information, this is not always the case, especially during extremely volatile conditions like we experienced during 2008-09.
Our customized institutional portfolios consistently outperform over time, relative to the appropriate benchmark, and are only attainable as the result of a consistent and well-defined process successfully executed over multiple market cycles.
Holistic Wealth Management
Our holistic approach to wealth management starts with trust and we’ve been building great relationships with our clients from day one. We start by sitting down with you and listening to your needs to better understand how we can help. Then, we gather all the necessary financial information to create a custom investment strategy and financial plan designed to help you achieve your goals. We then help you stay on track by measuring your progress and providing portfolio updates and new market insights.
Every client takes a different path towards securing their financial future and we take pride in partnering with you at every step of the way. Holistic wealth management can include many considerations:
- total investable assets
- annual expenses and liabilities
- individual time horizons
- income requirements
- changing market conditions
Independent Financial Advice
BirdRock Asset Management is a Registered Investment Advisor (RIA), regulated by the Security and Exchange Commission (SEC). As an independent advisory firm we will always provide straightforward, unbiased, solid financial advice. We go to great lengths to make sure we thoroughly understand each of our client’s needs and then set forth the right investment strategy to meet their specific goals.
Our Fiduciary Responsibility
As a fiduciary for our clients, we are mandated by law, to always act in our client’s best interests. Unlike many other financial advisors, we don’t receive commissions for our services and we will never cross-sell you products you don’t need; like loaded mutual funds, mortgages, credit cards, life insurance or other high-fee investment vehicles.
- No hidden fees
- No ulterior motives
- No financial nonsense
Financial security and fees
We have partnered with Charles Schwab to be the legal custodian of our client’s assets so you always know your investments are safe and secure. Our average client account minimum is $100,000 and we charge an average annual fee of one percent of total assets under management (AUM)*. You will never receive any additional fees from us for products or services - ever!
* (contact us for complete fee schedule)
Invest. Right. Now.
Reach out to a trusted BirdRock advisor today so we can learn more about your current situation and help you secure your financial future so you can live a life you love.