At Goldrock, we recognize that wealth has the power to make a positive impact in the world. It is for this reason that we offer client families the option of value-based investing in our investment advisory services. Value-based investing allows our client families to align their investments with their values and contribute to meaningful change to society and the planet.

We work closely with our clients to identify their family values and social goals along and then identify investment opportunities that generate both financial returns and social or environmental benefits. We believe that this process can be a powerful experience for families in integrating the second and third generation into conversations about the family wealth and legacy.  

To enable families to do this, we have partnered with a leading impact advisory firm, Weave Impact.

Goldrock understands that value-based investing is a personal journey, and we tailor our strategies to meet the unique goals and values of each client family. We work hand in hand with our clients to design investment portfolios that reflect their passions. As with all our investments, we take a proactive approach to sourcing opportunities across all asset classes.

At the heart of our family office services is a deep dedication to serving the best interests of our client families. We are able to combine our expertise in financial management with a genuine drive to create positive change. With Goldrock, value-based investing can become an integral part of a family’s story, leaving a lasting and meaningful impact for generations to come.

From this basis we begin the work of portfolio construction. First, we review the family’s existing portfolio. And to the extent that it aint broke, we don’t fix it. But inevitably there are necessary changes, sometimes at the margins but often fundamental. We go about making those changes, guiding the portfolio over time towards the family’s target allocation. In doing so we use our deep bench of approved passive instruments, third party funds and account managers to construct a diversified portfolio.