Research Reinvented.
“Greenrock Research was founded to provide customized investment research to RIAs and Wealth Managers. As an OCIO, we establish deep relationships with our clients while being laser focused on developing innovative investment solutions.”
Kevin Malone
Founder
What Makes Us Unique
Independent
We provide unbiased advice and access to the broadest array of investment solutions available.
Collaborative
We are a trusted investment research partner who incorporates your specific needs and working style into our solutions.
Customized
We deliver individualized investment solutions to address the needs of your clients in line with their goals and the economic environment.
Your Partnership with Greenrock
We understand and respect your client relationships, and enhancing those relationships is the cornerstone of the Greenrock service model. Our affiliation may be handled with your clients in various ways, at your discretion.
Our Partners
You’ll notice the Greenrock difference from the initial conversation.
We map your current portfolios to preferred investment ideas and expand your investment options in a seamless fashion.