About Us > Business Model

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.