BirdRock Asset Management is an independent registered investment advisor based in Austin, Texas. As a fee-only firm, our interests are closely aligned with those of our clients. We begin with the premise that trust, integrity and objective financial advice are the hallmarks of a successful financial relationship. We offer wealth management services to individual investors, as well as actively managed investment portfolios and a range of investment services to institutional investors.
BirdRock Asset Management is a Paladin Registry 5-Star Rated Advisor. Our clients benefit from personalized service, financial expertise and verified investment results. We build trust with clients through longstanding relationships that focus on an individual's financial objectives providing complete transparency and accessibility.
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Personal Investing |
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Integrity is paramount in the financial industry. Individual investors benefit from unbiased guidance and customized financial guidance that is catered to their life, goals and values. At BirdRock Asset Management, we are client-focused and manage client’s assets based on each individual’s unique financial situation.
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Institutional Investing |
BirdRock Asset Management offers a small cap value portfolio and a large cap value portfolio to institutional investors. We believe that to be truly successful long term investors you must have a consistent and definable investment philosophy and process as well as a disciplined risk management strategy. We combine a value focus with proprietary quantitative investment techniques to select out-of-favor companies with what the firm sees as attractive risk-adjusted return characteristics. |
Latest News
News Coverage
February 22, 2012: BirdRock Asset Management's Small Cap Value portfolio has been named an Informa PSN Top Gun performer by the nation's leading Institutional Investment Manager database. BirdRock's Small Cap Value was named by PSN Top Gun for the quarter ending 12/31/2011.
November 30, 2011: BirdRock Asset Management's Small Cap Value portfolio has once again been named an Informa PSN Top Gun performer by the nation's leading Institutional Investment Manager database. BirdRock's Small Cap Value was named by PSN as a Top Gun for the quarter ending 09/30/2011 as well as the one and five-year period.
October 1, 2011: BirdRock Asset Management's Small Cap Value portfolio returned 8.90% for the one year period ending September 30, 2011 while its representative benchmark, the Russell 2000 Value dropped -5.99%.
We encourage you to explore our website and contact us if you would like to learn more about our products and services. You may email questions to invest@birdrockam.com or, if you prefer to speak to someone directly, you may call us at (512) 236-0071.
