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The Split Rock Difference
Split Rock Private Trading & Wealth Management is a Registered Investment Advisor (RIA) that manages investment portfolios on a discretionary basis. Unlike many other firms, Split Rock has no ties to, nor receives any commissions or compensation from, any broker, banking institution, or insurance company. We offer truly unbiased objective investment advice with only our clients' best interests in mind.
Portfolios are individually monitored and adjusted regularly, depending on economic and geopolitical conditions. We manage money on a model-based platform where we maintain discretionary authority over our clients' portfolios. We are highly selective in the makeup and the number of clients we choose to work with.
Feel free to look around our website to learn more about our models and investment strategies. Check out our Quarterly Newsletters and Blog Posts to keep yourself updated with what our team of professionals thinks of current and future market conditions.
- Individual Investment Account
- All types of IRA's
- Pension/Profit Sharing
- Solo 401k
- Business (LLC)
- Business (Partnership)
- Business (Corporation)
- Trust
- Coverdell Education Savings
Services Offered