Services

Overview

At Rockhouse Capital we don’t believe a successful investment portfolio is about buying just the right stock at just the right moment. In fact, it is the process of constructing a diverse basket of investments and holding them patiently.

Over long periods of time the stock market is a phenomenal growth engine. Our job is to allocate wisely and then help you persevere rather than leaving the market at the first sign of volatility.

Our experience in the markets allows us to consider a wide range of investments as we help you make better decisions than you could have on your own.

Core Portfolio Construction

Our clients come to us for help with a variety of concerns. Each investor has a unique set of circumstances and goals. Some are just starting their investing journey while others want to protect what they have already accumulated.

The process requires sustained communication as we work together to tailor a portfolio that helps meet your goals successfully.

We strive to understand each client’s specific needs. Whether you are a sophisticated investor or opening your first account, we can help.

Cash Flow Investing

At Rockhouse Capital we believe every Fixed Income portfolio should be driven by a cash flow engine.

As investors progress towards retirement, it makes sense to transition to less risky assets. Historically this has meant a bigger allocation to corporate bond funds. We believe there are more creative ways to earn solid returns while minimizing market risk.

We hunt the market for higher yielding alternatives to traditional bonds so that our portfolios can create cash flow and total returns more efficiently.

Mortgage-Backed Securities

Rockhouse Capital was initially established to purchase residential mortgage bonds in the aftermath of the Great Financial Crisis.

We continue to use our deep fixed income expertise to identify low risk/high reward opportunities.

Crypto Investments

Digital investments are some of the most interesting and fastest growing in the markets. We believe most investors should have some exposure to this nascent market by holding a small basket of investments tied to specific crypto currencies and the companies building the digital environment.