BEDROCK INVESTMENT ADVISORS

Overview

Bedrock Investment Advisors is an independent, owner-led registered investment adviser that focuses on serving individuals and families. The firm operates as a capital allocator, building client portfolios largely through public funds and mutual funds while also incorporating outside managers and insurance products where appropriate. Its advisory work spans financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers to fill capability gaps or provide access to niche strategies. The firm also functions as an insurance broker, which informs its use of annuities and other insurance-based solutions within some client plans. Investment behavior leans toward packaged, manager-driven solutions rather than concentrated single-stock positions. That approach suggests a preference for diversified mutual fund sleeves and separately managed account programs to deliver broad-market exposure, income-oriented solutions and manager diversification. Bedrock positions alternatives—notably private equity and real estate—into client portfolios through third-party fund managers rather than running proprietary private asset strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices