We provide investment strategies that go beyond mutual funds and municipals, providing high net worth individuals and families with portfolio management across multiple asset classes with an emphasis on capitalizing on mis-priced assets, then mis-priced sectors, then mis-priced securities in an attempt to generate positive risk-adjusted returns.
Rigorous
Consistent with our research heritage, we bring a disciplined investment process to security selection steeped in a deep analytical framework that is both top-down and bottom-up.
Multi Asset
We analyze relative value across multiple asset classes, including equity, equity hybrids, fixed income, commodities, currencies, private equity and real estate in an effort to determine which asset classes offer the most attractive long-term return potential.
Independent
We offer unbiased advice, as we are not aligned with a broker-dealer and neither do we generate revenue based on commissions on the sale of investment products. All of our revenue is fee-based and paid by our clients.
With offices in Massachusetts, New York and Florida, Rockingstone Advisors LLC is a boutique financial advisory firm providing asset management and corporate advisory services to clients in the United States and United Kingdom.
As a Registered Investment Advisor, the firm's Asset Management division provides multi-asset investment solutions to individuals, families and small institutions.
The firm's Corporate Advisory division provides investment banking services (M&A advisory, capital structure analysis, equity-offering support and investor communications improvement) to public and private companies in the United States and the United Kingdom.
Rockingstone Advisors was founded by Brandt Sakakeeny. With more than 20 years’ experience, Brandt has established a reputation as a thought-leader on Wall Street with a strong following among institutional investors and the management of publicly-traded companies. Eric Katzman, CFA, joined Rockingstone Advisors in September 2016 as Co-Chief Investment Officer.