What is an asset manager?

Asset managers at Blue Rock Financial Services are primarily responsible for creating and managing investment allocations for private clients. Some portfolio managers work with individuals and families, while others focus their attention on institutional or corporate investors.

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How does it work?

Clients of Blue Rock Financial Services are placed into investment allocations developed or managed by an asset manager after suitability is established. An asset manager determines a client’s appropriate level of risk based on the client’s personal financial situation, time horizon, risk preferences, return expectations and market conditions. To achieve this successfully, portfolio managers perform an interview to fully understand a client’s investment needs and ensure those needs are met.

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What are the advantages?