BirdRock Asset Management (BRAM) is an SEC registered investment advisor who may only conduct business in states or jurisdictions where registered or where an exemption or exclusion may be claimed. No part of this website should be regarded as a solicitation of services in states or jurisdictions in which BRAM is not authorized to conduct business.
This website is for informational purposes only and does not take into account the specific investment needs of each visitor. BRAM shall not be held liable for any investment decisions made based on the content of this site. In addition, BRAM does not guarantee the accuracy or reliability of information regarding third parties referenced. Past performance is not indicative of future results.
Texas Monthly Wealth Manager Disclosure: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.The Five Star award is not indicative of the wealth manager’s future performance.Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.
Morningstar Separate Account Disclosure: Investors in the same separate account may have slightly different portfolio holdings because each investor has customized account needs, tax considerations, and security preferences. Therefore, separate account managers calculate and report composite returns for each investment style they offer. They method for calculating composites can vary. To ensure that the ratings are fairly assigned, Morningstar will calculate ratings for only those firms that report composites according to the guideline of the Association for Investment Management and Research (AIMR/GIPS). Approximately 90% of the separate accounts in Morningstar’s database come from firms that are GIPS Compliant.
5 Star Score Disclosure: 5 STARS IS A SCORE THAT IS PRODUCED BY A PROPRIETARY PALADIN ALGORITHM THAT RATES THE RELATIVE QUALITY OF ADVISOR CREDENTIALS (EXPERIENCE, EDUCATION, CERTIFICATIONS), ETHICS (COMPLIANCE RECORD, FIDUCIARY STATUS), BUSINESS PRACTICES (METHOD OF PAYMENT, REPORTING), AND SERVICES. ADVISORS MUST SCORE IN THE 90TH PERCENTILE OR HIGHER TO RECEIVE THE FIVE STAR RATING. A FIVE STAR RATING IS NOT AN INDUSTRY CERTIFICATION, DESIGNATION, OR ACCREDITATION. A FIVE STAR SCORE DOES NOT CONSTITUTE AN ADVISOR TRACK RECORD FOR INVESTMENT PERFORMANCE. A FIVE STAR SCORE DO NOT CONSTITUTE AN ENDORSEMENT, RECOMMENDATION, TESTIMONIAL, AWARD, OR FAVORING BY PALADIN. A FIVE STAR SCORE INDICATES AN ADVISOR HAS PROVIDED REQUIRED INFORMATION TO PALADIN AND SCORED HIGH ENOUGH TO RECEIVE THE FIVE STAR RATING. ADVISORS WHO ARE PROFILED IN THE REGISTRY HAVE A RANGE OF QUALIFICATIONS. A REGISTRY PROFILE AND FIVE STAR SCORE HAVE NO BEARING ON THE FUTURE ADVICE, SERVICES OR RESULTS OF AN ADVISOR. A REGISTRY PROFILE AND FIVE STAR SCORE DO NOT CONSTITUTE A CLAIM, WHETHER EXPLICIT OR IMPLICIT, BY PALADIN THAT AN ADVISOR’S QUALIFICATIONS, PRODUCTS, SERVICES, OPINIONS, ADVICE, OR CLAIMS ARE SUPERIOR, REPUTABLE, HONEST, ETHICAL, COMPETENT OR WILL PRODUCE EXCEPTIONAL FINANCIAL RETURNS.
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Past Performance is no guarantee of future results. Results for the BirdRock Small Cap Value Strategy reﬂect the reinvestment of dividends and other earnings. Individual results may diﬀer. The results submitted to PSN portray the performance history for a representative separately managed account gross of fees. This press release is distributed for informational purposes only; to notify readers of a PSN ranking. The results submitted to PSN portray the performance history for a representative managed separate account gross of fees, and do not include the deduction of investment advisory fees. An investor’s actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. Upon request, BirdRock will provide gross and net performance information for the Small Cap Value Strategy. PSN and Informa Investment Solutions have no aﬃlation with BirdRock, but rather evaluate investment managers’ performance on an objective basis. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest reporting period ending September 30, 2013.