White Rock Capital Management is a team of seasoned investment professionals located in Sacramento, California. We have over 30 years experience navigating investors and financial advisors through capital markets. We invite you to explore our solutions for your firm.
Mitigate risk and protect from downturns in the stock market.
Continuous balancing of the potential for excess return against the commensurate risk involved.
Rooted in a rules-based process — a step-by-step qualification criteria.
Build stronger client relationships based on improved financial portfolio performance.
We Actively Manage Growth Objectives and Risk.
Our Customized Blended Portfolios combine up to three (3) tactical strategies (momentum and risk parity) into one algorithm that respond to markets with the objective of simultaneously maximizing long term growth potential while minimizing risk.
An adaptive allocation model designed with a focus on what we consider to be the top stocks in the Nasdaq 100 and the S&P 500. In addition, we’ve added equity index ETF’s and a layer of diversification consisting of multi-asset class ETF’s, which include commodities and precious metal positions that are not correlated to the equity markets.
An all-equity portfolio comprised of top NDX/SPX stocks by market capitalization utilizing a relative strength tactical model focusing on momentum leaders.
An actively managed fixed income portfolio using tactical asset allocation seeking to increase alpha and reduce volatility by rotating efficiently in and out of asset classes as macro, technical or fundamental trends change.
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White Rock Capital Management provides asset management and sub-advisory services through Hansen & Associates Financial Group, Inc., an SEC registered investment advisory firm. Asset management and sub-advisory consulting services are offered through White Rock Capital Management LLC. Past performance is not indicative of future results. No investment is risk-free. Therefore, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by White Rock Capital Management), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
