Rockside Investments LLC

Overview

Rockside Investments LLC is a small, owner-operated advisory firm that concentrates on equity-based portfolio management for individual and family clients. The firm runs discretionary strategies and charges both a percentage-of-assets fee and performance-based fees, which signals an active management approach where returns-based compensation can play a role in portfolio construction and risk-taking. Advisory services noted include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting, indicating the capability to serve both personal wealth and institutional or plan-level needs. The firm's stated investment preference is equities, with its managed assets allocated primarily to exchange-traded equities. That equity focus suggests stock- and ETF-centric strategies as the core of client programs, supplemented by selected exposures outside of traditional listed equities to broaden diversification and return sources.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices