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Who’s in Your Corner? Since we started BirdRock Asset Management in 2006, we’ve been in our client’s corner—literally as a fiduciary for our clients. It’s a legal obligation to act in your best interest. The term “fiduciary” has had a lot of press lately, but we’ve been doing what’s right for our clients since we opened our doors.

Remember, Investment brokers are still not asked to work by a fiduciary standard, only a “suitability” standard. Under a suitability standard, a broker is asked to recommend investment products that are “suitable” for a client – an investment that is regarded as appropriate for his or her objectives. An investment conveniently offered by his or her broker might meet that standard – one offered with little or no evaluation of other options, one that may have high fees and bring that broker a relatively large commission.

In contrast, most RIA’s, like BirdRock, manage the assets of their clients on a fee basis. These fees are disclosed up front. Our clients want unbiased, professional investment advice and that’s what we give them.

Get in Touch

BirdRock Asset Management
9433 Bee Caves Rd
Austin, TX 78733 

Phone: (512) 236-0071
Fax: 512-430-1346

ManagerDecade 4Q 2014