Our story

Rockfolios was founded in 2011 by a small group of portfolio managers who had spent decades at some of the world's largest institutions. They shared a conviction that the best of institutional research and risk management could — and should — be available to individuals and family offices.

Fourteen years later, we manage $4.2B across three continents. We have never taken outside capital, and we invest alongside every client. That alignment is our most important asset.

Our principles

What guides every decision.

🎯

Discipline over conviction

Markets reward patience and process. We never chase narratives.

🧭

Transparency

Clients see every position, every fee, every quarter — with no exceptions.

Long-term alignment

Our partners invest alongside clients in the same strategies. We win together.

Ready to work with us?

Schedule a consultation