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Energy
Renewable and traditional energy portfolios.
Rockfolios Capital • Est. 2011
Strategic Wealth,
Strategic Wealth,
Engineered to Endure.
We partner with private investors and institutions to build resilient portfolios that preserve wealth and deliver sustainable long-term growth.
$4.2B
Assets Managed
2,500+
Clients
14+
Years
9.8%
Annual Return
A+
Independent rating from Morningstar Advisor Services
About Rockfolios
A disciplined approach to building generational wealth.
Founded in 2011, Rockfolios is an independent investment firm serving discerning private clients and institutions across three continents. Our thesis is simple: durable wealth is built through disciplined allocation, deep research, and long-term partnership.
Our senior team brings combined experience from Goldman Sachs, BlackRock, and Bridgewater — grounded in the belief that transparency and alignment with our clients are non-negotiable.
✓ Fee-only fiduciary
✓ SEC registered
✓ Independent research
✓ Institutional pricing
Our strategies
Institutional expertise across asset classes.
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Equities
Actively managed public equity strategies.
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Real Estate
Institutional-grade real estate holdings.
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Precious Metals
Gold and silver as stores of value.
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Agriculture
Sustainable farmland and agribusiness.
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Oil & Gas
Upstream and midstream opportunities.
Investment tiers
Portfolios calibrated to your ambition.
Every tier is built on the same disciplined research and risk framework — scaled to match your capital and objectives.
Foundation
5.2%annualized
Minimum $5,000
- Diversified core portfolio
- Quarterly reporting
- Standard advisory access
Growth
Most chosen
8.4%annualized
Minimum $25,000
- Growth-tilted allocation
- Monthly rebalancing
- Dedicated portfolio manager
- Tax-loss harvesting
Private Client
12.6%target IRR
Minimum $100,000
- Bespoke multi-asset strategy
- Alternative investments access
- Direct partner relationship
- Estate planning support
Why Rockfolios
Reputation earned, not advertised.
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Fiduciary standard
We are legally bound to act in your interest — always. No hidden commissions, no conflicts of interest.
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Institutional research
Proprietary quantitative models paired with fundamental analysis across every allocation decision.
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Partnership approach
You get direct access to senior partners, not a call center. Our success is defined by yours.
Client trust
Trusted by 2,500+ investors worldwide.
★★★★★
"Rockfolios restructured my retirement portfolio with a clarity I hadn't experienced with prior advisors. Reporting is impeccable."
Aisha K.
Retired executive
★★★★★
"Their insight into private market allocations gave me diversification I couldn't access on my own. The team is exceptional."
Daniel L.
Business owner
★★★★★
"What sets Rockfolios apart is the discipline. They protect capital as thoughtfully as they compound it."
Sarah T.
Founder & CEO