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Multi-asset investment strategies for individuals, families and small institutions.

Rockingstone Advisors LLC is a boutique asset management firm co-managed by Brandt Sakakeeny and Eric Katzman, CFA.

As an SEC-registered investment advisor, we provide multi-asset investment strategies to individuals, families and small institutions through separate accounts.

Our investment strategies attempt to capitalize on pricing inefficiencies across broad asset classes and then across individual securities, with a strong emphasis on fundamental research and analysis.

Sophisticated

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.

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.

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.

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.

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