Who We Are

Since 1996, we have been dedicated to bringing institutional caliber investment research and portfolio management exclusively to the RIA community. With a focus on eliminating conflicts of interest, we serve as the trusted outsourced CIO for RIAs, providing tailored solutions and unwavering support.

Our Philosophy

At Greenrock Research, we believe in driving sustainable growth while upholding fiduciary excellence. Our philosophy revolves around delivering institutional-caliber research and portfolio management to RIAs, enabling them to act in the best interest of their clients. We prioritize integrity, collaboration, and innovation, working hand-in-hand with RIAs to achieve long-term success and make a positive impact in the RIA community.

Our journey began with a single RIA firm in 1996, and today we proudly serve clients spanning from coast to coast. Our growth has been fueled by referrals from custodial firms who have witnessed the transformative power of our research firsthand. 

Our success and longevity in the industry can be attributed to our unwavering commitment to delivering exceptional value and actionable insights. By providing customized asset class research, we empower RIAs to make informed investment decisions that align with their clients' goals and risk profiles. Our focus on offering unparalleled research at a price that exceeds market expectations has solidified our position as a trusted partner within the RIA community.

As we reflect on our history, we remain dedicated to our core principles. We continue to prioritize collaboration with our RIA clients, ensuring that we understand their unique needs and deliver research that enables them to meet and exceed their clients' expectations. Our unwavering dedication to providing the highest quality research at an exceptional value drives us forward, as we seek to empower RIAs and contribute to their ongoing success.


Our Team

At Greenrock Research, our team comprises passionate and experienced professionals who are committed to delivering exceptional service and expertise to our clients. With a diverse range of backgrounds and expertise in investment research, portfolio management, and industry insights, our team is well-equipped to meet the unique needs of RIAs and provide tailored solutions for their success.

Reinventing Research

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