Fee-Only Financial Advisors and Portfolio Management in Los Altos, CA
Bedrock Capital Management has the resources, experience and integrity to manage the wealth of its clients based on their unique financial situation and objectives. The firm’s commitment to the development and standards of its professional team have distinguished it as a leading investment advisor and asset manager to high net worth families and individuals for more than 20 years by doing asset management in the San Francisco Bay Area.
Our systematic investment strategy has successfully managed client assets through many market cycles. For those who want to be smart about investing but don’t have the time or training to do it well, Bedrock Capital Management is the solution.
The Bedrock organization includes five CERTIFIED FINANCIAL PLANNER™ practitioners, two who are also CFA Charter Holders, another that is also a CIMA® designee and we also have one that is an Enrolled Agent. Each has completed the examination, experience, ethics commitment and education required to provide sound, professional financial planning and investment advice.
Hot Topics
January, 2012
2012 Key Financial Data
Click Here
January, 2012
Client Update:
• Bedrock Update
• Current Economic Situation
Click Here
November, 2011
Does Roth Conversion Make Sense?
Click Here
October, 2011
Optimizing Social Security Benefits
Hear the presentation
October, 2011
Hard To Make A Case For Annuities
Read Joel's Analysis Here
August, 2011
Bedrock Newsletter – College Funding
August 2011 Newsletter
August, 2011
Bedrock's Take on the Markets
Joel Shaps and Eric Lewis share their current take on the markets - latest installment August 5, 2011: Read More
June, 2011
Bedrock Newsletter – Investing Cash and International Investing
June 2011 Newsletter
April, 2011
Bedrock Newsletter – Generation X and Millennial Edition
April 2011 Newsletter
March, 2011
Bedrock Newsletter – Baby Boomer Edition
March 2011 Newsletter
February, 2011
Protecting Yourself from Identity Theft
Q1 2011 Newsletter
December, 2010
Allen Hamm's webcast on the state of the long-term care insurance industry and how it affects Bedrock's clients' LTC plans
Click Here
