What We Do

Established in 1996, Greenrock Research is a leading provider of institutional-caliber investment research and portfolio management services exclusively catering to the RIA community. We specialize in working with firms nationwide, leveraging our expertise to act as their trusted outsourced Chief Investment Officer (CIO) or as a valuable enhancement to their existing investment team.

Our Commitment

At Greenrock Research, we are committed to delivering unparalleled investment insights and strategies that empower our clients to achieve their financial objectives. With a deep understanding of the unique needs and challenges faced by RIAs, we have honed our approach to provide tailored solutions that align with their specific goals and investment philosophies.

What We Do

Outsourced CIO

As an outsourced CIO, we serve as a strategic partner to RIAs, offering comprehensive investment management solutions. Our seasoned team of investment professionals works closely with clients to develop customized investment strategies, asset allocation models, and risk management frameworks. We provide ongoing portfolio monitoring, performance analysis, and regular reporting to ensure optimal outcomes.

Research and Analysis

Leveraging our extensive research capabilities, we offer in-depth analysis and due diligence on a wide range of investment opportunities. Our team conducts thorough research on individual securities, asset classes, and market trends, providing RIAs with valuable insights to support informed investment decision-making.

Portfolio Management Solutions

Greenrock Research delivers disciplined and proactive portfolio management services designed to optimize risk-adjusted returns. Through a combination of fundamental analysis, quantitative modeling, and active monitoring, we help RIAs construct and manage portfolios that align with their clients' investment objectives and risk profiles.

Consulting and Collaboration

We recognize that each RIA has unique requirements and preferences. Our experienced team is available for consulting engagements, collaborating with RIAs to address specific investment challenges, evaluate investment products, or provide strategic guidance in areas such as ESG integration or impact investing.

Why Choose Greenrock Research

Expertise and Experience

With over two decades of experience serving the RIA community, we possess deep industry knowledge and a track record of success. Our team comprises seasoned professionals with diverse backgrounds, bringing a wealth of expertise to our clients.

Customized Solutions

We understand that each RIA has distinct investment philosophies and client preferences. We take a tailored approach, developing customized solutions that align with your specific needs, allowing you to differentiate your practice and deliver exceptional value to your clients.

Research Excellence

Our research capabilities are at the core of our offering. We employ rigorous analysis and due diligence processes to identify investment opportunities and deliver comprehensive insights, helping you make well-informed investment decisions.

Partnership and Support

We pride ourselves on building long-term partnerships with our clients. We offer responsive client support, regular communication, and ongoing collaboration to ensure that we remain aligned with your evolving needs and objectives.

Our Partners

At Greenrock Research, we value collaboration and have established strategic partnerships with industry leaders. Our custodial partners, including Schwab, Fidelity, TD Ameritrade, and Pershing, recommend us to their RIA clients seeking research expertise. We also collaborate with technology providers, industry associations, and research institutions to enhance our capabilities, stay ahead of industry trends, and deliver exceptional value to our clients. These partnerships enable us to offer comprehensive and cutting-edge solutions, ensuring that we remain at the forefront of asset class research and portfolio management. Together with our partners, we strive to drive excellence and innovation in the RIA community.

Reinventing Research

You’ll notice the Greenrock difference from the initial conversation — because we focus on your needs first. And we never stop.