White Rock Capital Management gives you the resources to build stronger client relationships based on improved financial portfolio performance. Please explore our Alliance Advantage to see how our solutions can work for you.
Independence and growth are key to the success of the RIA.
With the tactical Alliance Advantage, the unique needs of your clients are met with proprietary strategies that support your goals and revenue growth despite changing market conditions.
Effective risk-management for unique and diverse investment portfolio management. Experience an accessible team at the ready.
Maintains a consistent level of volatility protecting assets within a portfolio focused on positive returns regardless of market direction.
Extensive back-testing supports a model that responds more accurately to market conditions, while simultaneously maximizing returns and minimizing risk.
Proprietary strategies and a robust infrastructure offer you choice and management solutions for an effective approach focused on portfolio growth.
• Dynamic Opportunity Multi-Asset Strategy
• Dynamic Opportunity All Equity Strategy
• Tactical Fixed Income
• 70/30 Conservative
• 50/50 Balanced
• 40/60 Moderate Growth
• 30/70 Growth
• 20/80 Aggressive Growth
• 100 Aggressive Growth
Our experienced professionals provide the day-to-day asset management on your behalf, offering you the opportunity to build stronger client relationships based on improved portfolio performance.
Our Alliance Program provides the opportunity to expand your business and revenues by offering a value-added, asset management program to your clients.
Build your AUM book with effective active strategies that will manage risk in addition to maximizing long term growth potential.
Our Risk Management Approach employs a multi-layered process to validate, revalidate and confirm whether a move into or out of the market is necessary.
Our proprietary Stop-Loss Trigger allows us to let your clients know when our indicators tell us to get out of the markets. Additionally, our proprietary process provides you with the needed information to tell your clients when it is time to get back in.
Marketing Materials provided for client presentations (PowerPoint, Brochures, Fact Sheets)
Management Model – Providing full portfolio management and strategy support in our tactical models
Detailed & Easy to Use Portfolio Factsheets Designed for Prospects & Clients Alike >
Research Model – Monthly Portfolio rebalance allocations provided through a secure Advisor Portal
Personal branding strategies to make your firm stand out.
Providing full portfolio management and strategy support in our tactical models
Monthly portfolio rebalance allocations provided through a secure Advisor Portal >
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.
