Bedrock’s Investment Approach

Investment and Portfolio Strategy

  • Actively manage a unique asset allocation plan for each client
  • Tactical and Strategic
  • Low-cost, no-load investments
  • Personal investment policy, which sets risk and return expectations

Managed investment accounts may include the following:

  • Low cost no load mutual funds
  • Individual bonds
  • Tax advantaged bonds, bond funds and money market funds
  • Exchange Traded Funds
  • Other personal investments-Partnerships, LLCs
  • Defined contribution retirement plans-PSP, 401(k), 403(b),SIMPLE 401(k),KEOGH, IRAs, SEP IRA’s, Roth IRAs, SIMPLE IRA
  • Defined benefit pension plans-Pensions, Money-Purchase Plans
  • Company stock, ESPP and RSUs, qualified and non-qualified stock options