1) High Rock Private Client Wealth Management turned 10 in April!
2) Equity markets were stronger in June, bond markets were flat.
3) According to Morningstar, the average Balanced Portfolio grew 3.3% in the first half of 2025.
– The 5 year annual average is 6.37%.
– Return per unit of risk taken (over 5 years) is 0.78%.
4) High Rock balanced mandates continue to offer lower volatility and better return / risk than the averages.
5) Is your portfolio growing enough to meet your goals, within the tolerance you have for risk? Check in with us for an update.
6) More on our mandates and models ….