Your Goals = Our Mission
We provide our clients with professional and trusted advice that helps and empowers them to pursue their goals and dreams. Asking you the right questions, up front, helps us to better understand your priorities and gain clarity through our customized planning process. We’ll help you determine where you want to go and what’s the best way to get there. We help Retirees, independent women, professionals, and business owners as well as those in transition. We know, from asking, that our clients want unbiased and trusted advice. That’s why we’re a Seven-time Texas Monthly Wealth Manager as well as an Informa-PSN “Top Gun” Money Manager of the Decade.
Institutional Money Mangement
As an SEC Registered Investment Advisor, we provide an actively managed Small Cap Value investment strategy primarily geared toward institutional investors including Separate Account Platforms, Taft-Hartley Pension Funds, Sub-Advisory, Foundations, Insurance Companies, Corporations and private clients. The firm was founded in September 2006 and the track record dates to January 2004 and is GIPS (Global Investment Performance Standards) compliant at the firm level.
The investment team, in place since the firm’s inception, focuses on the small cap value segment of the U.S. equity market. We incorporate a quantitative as well as qualitative process to identify attractive and overlooked small cap purchase candidates. Our stock selection process is dynamic, opportunistic, and focused on risk-mitigation from a long-only perspective. The universe of prospective publically traded candidates is nearly 2000 companies with a market cap between $300 million and $3 billion.
The Small Cap Value Strategy seeks to outperform the Russell 2000 Value by 150 to 300 basis points gross over a full market cycle.
As an SEC Registered Investment Advisor, we provide an actively managed Small Cap Value investment strategy primarily geared toward institutional investors including Separate Account Platforms, Taft-Hartley Pension Funds, Sub-Advisory, Foundations, Insurance Companies, Corporations and private clients. The firm was founded in September 2006 and the track record dates to January 2004.
The key to savings, and therefore hitting your long-term retirement goals, is staying focused and investing at regular intervals. We’ll help you understand savings fundamentals if you need help with this. Sometimes it’s as easy as setting up an automatic investment each month so you don’t have to think about it.
Planning and Guidance can help meet your goals . Whether you’re trying to pay for college, save for retirement, or whether you’re on track for a secure future, we can help you work toward your goals and get an investment strategy that fits your needs.
Trust. When you work with BirdRock, you’re getting advice backed by a Fiduciary. We’re a Registered Investment Advisor (RIA) and not conflicted by commission-based products, insurance, annuities or any other high-fee investment vehicle. We are obligated to act in the best interests of our clients and we take that role seriously. In fact, we take it so seriously that we invest our own assets right alongside our clients.