What Makes Us Unique

Our vast experience and passion for identifying forward-looking investment solutions make us the perfect collaborative partner for RIAs and Wealth Managers.


You need unbiased advice and access to the broadest array of investment solutions available. Greenrock is employee owned and only takes compensation from the RIAs and Wealth Management firms we serve. Working with us, there’s never any spin because our best interest is always your best interest.

Collaborative Approach

You need a trusted investment research partner to align with your unique needs and working style. At Greenrock, we’re flexible and adaptable, and focus on educating our partners along the way. Our clients rely on our forward-thinking, insightful, and expert guidance.

Customized Solutions

You have unique circumstances and needs. We don’t sell product or offer cookie-cutter solutions. Rather, we create needs-based investment portfolios based on in-depth research. Greenrock’s solutions are as unique as you and your clients.

Efficiency & Advantageous Fees

You need to be efficient in order to be competitive. We utilize the buying power of our extensive client base to negotiate advantageous fees with investment managers. Our modest fees are typically offset by reduced investment management fees.

Prospective Not Past Performance

Your clients expect you to structure their portfolios for successful future performance. Past performance can be misleading in a shifting market environment and chasing the investment manager with the “hot hand” is a common investor mistake. We seek out investment opportunities that are positioned to perform well in the future. Greenrock’s forward thinking is a continuous advantage.

Access to Key People & Resources

We don’t take reports and statistics at their face value. Rather, we get face-to-face with the portfolio managers and senior investment professionals of the firms we research. Who’s managing the money can be far more important than last year’s results. With Greenrock, you get a combination of extensive experience and institutional caliber research.