Reinventing Research

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

You’ll notice the Greenrock difference from the initial conversation — because we focus on your needs first. And we never stop.


Initial discovery

  • Discuss your business goals, challenges and concerns
  • Analyze your book of business to understand your client profiles


Portfolio evaluation and diagnostics

  • Review holdings
  • Identify redundancies, inefficiencies and deficiencies
  • Discuss findings, including strengths and weaknesses


Solutions and recommendations

  • Propose the ideal structure of client portfolios, including asset allocation
  • Consider strategy vs. turnkey programs
  • Implement Greenrock recommendations


Ongoing discovery

  • Make portfolio adjustments as needed
  • Keep you informed about changing market conditions
  • Ensure we have the latest information on your clients’ growth and income goals
  • Continually research new investment managers and products that might add value to your program