portfolio management for individuals
and institutions

At Rockefeller & Co., our culture of excellence attracts sophisticated investment professionals.  Our skilled portfolio managers share a global outlook and a long-term horizon – and a teamwork approach that produces results. 

We use fundamental “in-house” research, analytic modeling and risk management tools to test investment ideas. We go beyond the numbers for depth of conviction, sentiment and justifiable expectations.

portfolio managment strategies
Our investment teams focus on select asset classes and investment strategies, including:
:: Equities
: Global
: Non-US
: US Large and Small Cap
:: Fixed Income
: Taxable
: Tax-Exempt
:: Alternatives
: Hedge Fund of Funds
: Private Equity Fund of Funds
:: Balanced Funds
:: Socially Responsive Investment Portfolios/
Customized Screened Portfolios
:: Cash Management

Our investment process is disciplined and direct.  We focus on diversification, valuation discipline, and thorough evaluation of management and company business models as we strive to deliver consistent value-added performance.

global sub-advisory
Rockefeller & Co. also sub-advises customized global equity portfolios for third-party financial services firms based in several continents using our internal portfolio management strategies.