The Rockledge Group works with investors in various capacities. We manage funds directly and we partner with other firms. Partnerships include co-management of funds, sub-advisory, portfolio management services and white labeling strategies.
Separately Managed Accounts
- Discretionary and non-discretionary basis
Sub-advisory
- Exchange Traded Funds, mutual funds, UCITS
Portfolio management
- Asset allocation
- Model portfolios
- Custom portfolios
Partnerships
- White label strategies
- Co-marketing
Please contact us for opportunities and details.