Bedrock Investment Advisors

Overview

Bedrock Investment Advisors is an independently owned LLC that serves individuals and families. The firm acts as a capital allocator and provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It also operates as an insurance broker, which complements its use of annuities and insurance-related solutions. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices