Investment Advisory & Portfolio Management

Red Rock Capital Advisors, LLC, a fee-only investment advisor, creates and actively manages equity and fixed income portfolios for clients.  It is a process of individually structuring portfolios based on the needs and risk tolerances of the client.  A crafting process, established after in-depth consultation with clients.  Individually managed, never commingled portfolios, and tailored to client needs much like a fine tailor would craft a custom made suite of clothing.  The goal is to increase wealth commensurate with the degree of risk assumption, while maintaining overall tax efficiencies.

Red Rock Capitals investment style focuses on price-value discrepancies in a broader thematic arena. We are value driven, selecting securities that capitalize on broad investment themes created by structural changes, which occur in various industry groups. Diversification is important.  Typically, issues in several industry groups will be selected and position size will generally range from 4%-6% of the equity portion of the portfolio.

Research is conducted on each issue included in client portfolios.  For large capitalization corporations where a plethora of fundamental research is available, we review various viewpoints and derive our own conclusions on the investment merits of an issue.  Our “value added” to the research process is in the area of under researched companies where the efficiencies of the market place are less acute.  By broad based screening, we are able to identify issues, primarily mid and small capitalization, that are unique in their respective industries, posses solid financials, have a history earnings growth and sell at a discrepanc