Fee-Only Financial Advisors and Portfolio Management in Los Altos, CA

Bedrock Capital was named one of America’s top wealth managers by Wealth Manager Magazine in 2005, 2006, 2007 and 2008, reflecting the firm’s prominence as a leading financial advisor to high net worth families. In addition, Financial Advisor Magazine named Bedrock one of the Top 100 Fastest Growing firms in 2006 and 2007.

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.

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.

Announcements

Oct, 2008
Bedrock's Take on the Markets
Joel Shaps and Eric Lewis share their current take on the markets - latest installment November 10, 2008: Read More

Sept, 2008
Fidelity Addresses Asset Safety
Fidelity Customer Asset Protection and Money Market FAQ. Read More

Sept, 2008
Bedrock Launches New Secure Client Login Area
Bedrock has launched a whole new online client login area with rock solid security and advanced features. Read More