Investment Management & Portfolio Advisor Services

Red Rock Wealth Management, LLC provides investment management services for clients in Las Vegas with recommended portfolio values of $100,000 and up. The Firm's investment management philosophy adheres to Nobel Prize winning academics and theory using world class institutional passive asset class managers, typically only available to large pension plans and other institutional investors.

Investment management practices are highly structured and do not deviate from certain core beliefs:

• Stock picking and market timing is futile - we act as objective, independent and trusted investment advisors;
• There is no "magic bullet" or "cure-all" investment strategy to beat the markets consistently or predictably;
• We don't promise investment returns, rather we focus on planning for - and achieving - your financial goals;
• We are not compensated by any investment or insurance companies to "sell their stuff" like other "financial advisors";
• Our primary focus is helping clients meet their investment objectives allowing them to realize their financial goals;
• Investment portfolios are engineered to be broadly diversified, low-cost, tax-efficient, and custom tailored for each clients time horizon, financial & retirement goals, ability and need to take risk;
• We create a structured Investment Policy Statement for every client detailing the investment management philosophy, tools, strategies, and rebalancing procedures to increase consistency and improve clarity between advisor and client.

There are plenty of "market timers" and "stock jockeys" out there - we're neither! Statistically speaking a small percentage of mutual fund managers will have good performance relative to their peer benchmarks over their "cherry-picked" time frame. The problem is those statistically "lucky" managers cannot be identified in advance of their outperformance consistently. They'll claim great past performance, they may even promise (or assert) future returns. But identifying them on a consistent basis in advance of their "out-performance" is simply impossible.

Since it's clearly futile to predict future out-performance, we choose to accept market-performance for any given asset class. Our investment management philsophy is grounded in solid principles of low-cost broadly diversified and risk managed portfolios with consistent and proven portfolio rebalancing strategies in place for each client. You want to "buy low" and "sell high" right? Our rebalancing strategies take the emotion and guesswork out of this process.

To schedule an initial investment management consultation click here.