Sophisticate
your investment
management.
Roserock partners with financial advisors as a third party
investment advisor to manage their clients portfolios using
leading technology.
The Roserock Recipe
for Your Succcess.
Our goal at Roserock is to help RIA’s scale for growth and free up resources so you can spend more time generating revenue and increase your bottom line.
Advisor
Confidence
Roserock's active management provides you with the requisite confidence for today's active markets.
- We use an algorithmic overlay to score assets daily and adjust between equity and bond ETFs, or cash as markets change.
- Our approach helps to identify down trends and protects portfolios by allocating more to cash/fixed income; minimizing drawdowns.
- Our long-bias focus means we actively monitor for re-entry opportunities and maximize upside opportunities.
Advisor
Differentiation
Roserock's institutional-style portfolio management helps to differentiate you as an advisor.
- Our investment process combines 30 years of active portfolio management with modern data driven technology solutions.
- Our strategies target long-biased alpha generation with downside protection tailored to your clients’ risk profiles.
- We give you the elevator pitch you’ve been wanting!
Client Peace
of Mind
Roserock's disciplined process offers you and your clients greater peace of mind.
- Our active management means your clients receive timely confirmations from your firm.
- Eliminate those phone calls from clients worried about a market drawdown.
- Alleviate your clients concerns about market volatility with our data-driven market insights.
Why Roserock?
We work with non-affiliated RIAs that want to offer their clients a differentiated service that is above and beyond the traditional asset allocation. In doing so, we aim to empower advisors to retain existing client and win new clients and assets.
A Differentiated Offering Geared To Today’s Markets
Greater Risk-Adjusted Performance
A More Quantitative
Approach
Proactive Market-Driven Changes
Address Increased Market Volatility
Strengthen Client Relationships
We seamlessly integrate with your existing custodian, so you can continue working with your preferred provider.
Ready to elevate
your practice?
Schedule a 15-minute growth consultation to learn more.
Our Approach
Our approach is simple; we keep your investment portfolios well-positioned with the market, so that you are well-positioned with your clients. We do this by incorporating Active Management and Leaderboards into our disciplined investment process.
Active Management
Our actively managed portfolios are created using a combination of custom equity and fixed income Models that dynamically select between equity and bond ETFs, or cash.
Leaderboards
Our Leaderboards are supported by long biased algorithmic overlays that score assets daily and adjust positions as markets change.
Throughout market cycles, RIAs and their clients
will see their portfolios being actively managed.
See our investment approach in action.
Or better yet, contact us to discuss our investment
management solutions.
Data-Driven Technology Solutions
Roserock Investment Solutions™️ (“Roserock”) brings institutional-style portfolio management to non-affiliated RIAs and their clients. Roserock was founded by J M Brown Financial Partners in partnership with FINIAT (“Financial Intelligent Allocation Technology”) to help independent financial advisors provide actively managed investment portfolios to their clients.
FOUNDER
J M Brown
JMB is a Registered Investment Advisor with over 30 years of experience building and utilizing actively managed strategies to drive more stable returns and predictable income for their clients (not the generic buy and hold asset allocation models)
PARTNER
FINIAT
FINIAT is a developer of data-driven technology solutions with proprietary algorithms that systematically score and select the most productive assets on a risk-adjusted basis
Our investment philosophy is to provide non-affiliated RIAs with access to differentiated portfolios that target long-biased alpha generation with downside protection aligned to your clients’ risk profiles.
Ready to elevate
your practice?
CALL US NOW
Our Dedicated team
Our experienced and knowledgeable team is
dedicated to helping advisors and their clients to
achieve their investment management goals.
Our Competitive Edge
Legal Disclaimer
Roserock is an investment advisory service offered through JM Brown Financial Partners, a Registered Investment Advisor. As such, clients who choose to engage the services described on this site will complete an agreement with JM Brown Financial Partners. More information about the services related to Roserock can be found in JM Brown Financial Partner’s Disclosure Brochure/ADV Part 2A.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF Principal NOT INSURED BY ANY STATE OR FEDERAL AGENCY
