Grandparents looking at their children and grandchildren playing

Investment Approach

We harness the breadth and depth of our model to deliver personalized solutions to each client and their family.

The Power to Act is Yours

We aim to provide clients with access to singular opportunities and move swiftly enough to capitalize on them. Our environment isn’t one full of hurdles to clear and processes to follow — it’s all about you.

Woman listening to her colleague

Investment Philosophy

All wealth management firms offer investment advice. Few highlight a differentiated investment philosophy and approach as their top attribute. We harness the breadth and depth of our model to deliver personalized solutions to each client and their family.

Learn More
Son riding piggy back on his dad

Opportunistic Investing

We offer differentiated alternative investments seeking attractive risk-adjusted returns and enhanced portfolio diversification. Our boutique approach, depth of knowledge, and openness make it easy for you to pursue the opportunities that will define your family’s future.

Learn More
Woman checking her tablet

Sustainable Investing

We understand the meaning investments can have for you and your family. Drawing on the Rockefeller family's proud tradition of pursuing investments with positive impact, we can connect you to opportunities that drive change without sacrificing returns.

Learn More

Exploring What's Possible

We’re focused on tailoring our services around our clients and the dynamic needs that unfold over every stage of wealth.

Modern female professional checking her phone in her home office

In a League of Your Own

Our sophisticated advisors are free to explore the uncommon opportunities and expertise available only to those in the Rockefeller network and tailor solutions specifically for you. The possibilities are endless.

Family walking along a rugged coastline

We can help you put your wealth into action.

Connect with a Private Advisor.

Search for a Private Advisor team and connect directly.


Let us introduce you.

We can connect you with the right team for your needs.

Request an Introduction

Investing involves risk, including risk of loss. Rockefeller Capital Management is  the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment  advisory, asset management and fiduciary activities are performed by the following affiliates  of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A.,  The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be.  Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the  U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory  Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and  memberships in no way imply that the SEC has endorsed the entities, products or services  discussed herein. Additional information is available upon request.