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 four CERTIFIED FINANCIAL PLANNER™ practitioners, one whom is also a CFA Charter Holder, 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
July, 2010
Client Update:
• Results
• Current Economic Situation
• Numbers – The Good, the Bad and the Disquieting
• Bedrock Update
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July, 2010
Don't Go It Alone
Q2 2010 Newsletter
June, 2010
Joel and Eric on Market Volatility
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March, 2010
7 Steps to Closing the Gap in Your Financial Plan
Watch and Listen Now
February, 2010
Roth Conversion in 2010 – What's the Big Deal?
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