FAQS

Where are investments held?

All investments are held in individual accounts at Charles Schwab under the investor’s name.

What types of accounts can you work with?

Individual, joint, trusts. Traditional, IRA and 401K

What size accounts does Rockhouse handle?

We work with investors of all ages and sizes. While some investment fundamentals are universal, we recognize that each individual investor has unique needs.

How is Rockhouse paid?

Rockhouse is paid a percentage of assets under management

What investment vehicles do you use?

We use a wide range of products to build our investor’s portfolios including stocks, bonds and alternative assets.