What Split Rock Does for You!

  • Portfolio Management

    We create a custom portfolio that aligns your goals and risk tolerance in the most cost-effective manner.

  • Retirement Plans

    We work with both employers and employees to make sure your 401k, Simple IRA, SEP IRA and/or 403b is affordable, efficient, and properly invested.

  • Financial Planning

    Let’s create a plan that will get you from your working years to your retirement years and beyond.

  • Tax Planning

    We can help reduce your taxes today and in the future! Take control of your tax situation.

Our Process: Split Rock Private Trading & Wealth Management is a Registered Investment Advisor (RIA) dedicated to managing investment portfolios on a discretionary basis. We operate on a conflict-free, fee-only model, ensuring our advice is always in your best interest, as mandated by our Fiduciary Standard. Our firm's heartbeat is providing unbiased, client-centric guidance, free from any affiliations with broker-dealers, insurance/annuity companies, or banks. Your interests are our sole focus, and you are our only compensation.

With nearly 180 years of combined industry experience, our enduring philosophy has been to meticulously manage downside risk, knowing that the upside will naturally follow. We recognize that financial markets often behave irrationally, and we pride ourselves on diligently preparing for the inherent uncertainties. By prioritizing capital preservation, we aim to minimize losses, making recovery and long-term growth more attainable for your portfolio.

Our Beliefs:

  • "Buy and Hope" isn't a Strategy: Relying on luck is not a sound approach to investing. We build proactive strategies designed to achieve your financial goals.

  • Tailored Portfolios, Not Templates: Your financial journey is unique. We craft personalized portfolios that precisely align with your individual risk tolerance, goals, and objectives.

  • Lower Costs, Greater Returns: As an independent firm, we're free from corporate mandates. We prioritize your returns by utilizing the lowest-cost investment options available, ensuring more of your money works for you.

  • Navigate Volatility, Avoid Costly Mistakes: Emotions often drive poor investment decisions, leading to the dreaded "buy high, sell low" cycle. We act as your guide, helping you stay disciplined and make informed choices, especially when markets are volatile.

  • Your Best Interest, Our Guiding Principle: As fiduciaries, we are legally and ethically bound to put your best interests first. This commitment to unbiased, client-centric advice is the foundation of everything we do.

Voted a Top 10 Independent Investment Firm in 2022

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SPLIT ROCK MEMBERS

Meet The Team

OVER 170 YEARS OF COMBINED SERVICE

  • Dale Anich

    Investment Advisor Representative

  • Jedd Anich, CFP®, ChFC®

    Investment Advisor Representative

  • Kelly Johnson

    Investment Advisor Representative

  • Mark Cool, AIF®, PPC®

    Portfolio Manager & CCO

  • Tami Kocon

    Operations Manager

  • Tyler Kocon

    Portfolio Manager

  • Paul Munson, MS

    Investment Advisor Representative