Your Flatrock team brings over fifty years of working with leading independent financial advisors, institutional investors, asset managers and academics. This experience has led us to the following investment beliefs that form the basis of our wealth management strategies. Bolstered by peer-reviewed academic studies, we believe these to be the most reliable drivers of successful long-term investment outcomes:
With these core tenets in place, we turn our attention to your household. Your household and priorities are the center of the process, not the market. We integrate your financial priorities, investment objectives, existing positions and current financial structure into a whole picture portfolio. We often find your investment portfolio acts as a “completion portfolio” around your closely held business interests or human capital.
Sound economic rationale backed by robust long horizon returnsReasonable costs and administrative burden