Private Client Wealth Management
At High Rock’s Private Client division, we manage money for individuals, families, professional and private corportations on a Seperately Managed Account (SMA) basis.
Annual Wealth Forecast (Financial Plan) to meet goals
A Tactical Model and Special Mandates
Fiduciary Duty beyond typical Standard of Care
Core competency in the complex opaque bond market
Interests truly aligned - we manage our own money the same as client money
Experienced Large-scale Risk Managers - Managed up to $13bln in previous roles
Truly Independent - 100% employee-owned
Complete Fee Transparency
Groundbreaking formulation of Independent Review Committee (IRC)
Managing Partner, Portfolio Manager
Scott focuses on client goals, the time involved in achieving those goals, the risks involved in the process and the investment and asset allocation strategy necessary to meet those goals. He holds the Chartered Investment Manager designation.
Managing Partner and Portfolio Manager
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