Our Investment Approach

While our investment partners all have their own approach to asset allocation and fund selection, an overriding principle is that they are managed with the objective of aligning to Rockholds risk framework. Their adherence to this framework is overseen by our Investment Committee.

The ultimate objective is to deliver a range of solutions that align to a client’s attitude to risk profile, not only at outset, but on an ongoing basis.

Our aim is to retain investment managers who achieve positive, risk-adjusted returns.

Working with Rockhold allows me to spend more time with my clients and be confident portfolios are managed to clearly defined risk outcomes.

SCOTT FYFFE
DIRECTOR AND FINANCIAL PLANNER