Wealth Management
TideRock Financial’s investment philosophy is based on long-term strategies incorporating a fusion of:
- the best principles of academia with respect to modern portfolio theory and value investing;
- long-term illiquid investments in real estate, private equity, venture capital and specialty finance funds;
- risk adjusted cash flow analysis and select investments that are counter-cyclical to stocks; and
- an understanding of what creates the business cycle and how to invest based on where the economy is in the business cycle.
The result is a customized portfolio that has the look and feel of a sophisticated, multi-billion-dollar endowment. This approach also provides less volatility and far more diversification than a standard advisory model that stresses traditional stocks and bonds.
Alternative Investments
TideRock Financial brings a sophisticated approach to its client investment portfolios through the use of select alternative investment opportunities for qualified investors. TideRock conducts due diligence on private equity, hedge fund, private placement and real estate investments. It’s an approach that takes substantially more time, research, and due diligence to execute. However, our clients appreciate the enhanced level of diversification and cash flow these investments can add to a well-structured portfolio.
Investment Management for Qualified Plans
TideRock Financial partners with third-party providers of 401K and defined benefit plans for companies that emphasize: low cost, maximum fiduciary responsibility, pre-configured efficient portfolios, and transparent cost structures.
Complimentary Portfolio Analysis and Risk Assessment
We would welcome the opportunity to provide a complimentary analysis of what your risk-adjusted, after-tax investment returns have been versus what our clients have enjoyed. Even if you have been relatively happy with your investments in recent years, we believe it would be well worth a few minutes of your time to ensure that not only are you not leaving money on the table in terms of excessive fund fees and tax inefficiencies, but that you are also taking the appropriate amount of risk for your individual circumstances.