The Separately Managed Accounts are managed by The Rockledge Group LLC. We can tailor the separate accounts to match a clientâ€™s specific needs or risk profile.
The Rockledge Group does not take custody of the funds and has only trading authority.Â The accounts are custodied at clientsâ€™ own brokerage accounts to assure complete transparency, access and liquidity. Clients have online access to their own accounts and can check account activity as frequently as they wish.
Minimum investment size and fees are discussed on an individual basis. For more information please contact us so that we can discuss your individual needs.