Research Reinvented.

Greenrock is an independent brain trust for RIAs and Wealth Managers providing specialized research and customized investment solutions that solve their clients’ needs.

“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


View Team

What Makes Us Unique


We provide unbiased advice and access to the broadest array of investment solutions available.


We are a trusted investment research partner who incorporates your specific needs and working style into our solutions.


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.