THE FIRM

Goldrock Capital advises significant families in the management of their affairs and financial assets. Since 1998, Goldrock has taken care of the needs of the Goldman family. In 2013, we opened our doors to other families, becoming a multi-family office.

 

VALUES:

At Goldrock our values are:

1.  Integrity is Non-Negotiable

2.  Clients are our Most Valued Asset

3.  Trust is Earned Every Day

4.  There is no Monopoly on Wisdom

5.  We are Excited to Excel

 

SERVICES:

We take responsibility for the needs of families with significant wealth. The goal of Goldrock Capital is to provide the highest level of advice and service to our clients, and to simplify their financial lives. 

Our team understands that management of wealth is a multi-generational assignment that requires far more than just prudent investment management. Therefore, we take a proactive approach toward what we call family risk management. We focus on the needs and requirements of each family as a whole, for every generation separately, and for each family member individually. Goldrock Capital is an independent advisory firm, not a bank or a licensed entity. We guide decision-making and execution, but our clients retain full discretion and authority.

 

INVESTING PHILOSOPHY:

At Goldrock we are strong believers that asset allocation is the key driver to investment returns. We create our own global asset allocation that we apply uniquely according to the needs of each family. We actively look to identify the highest quality investment managers of traditional and alternative assets from around the world. We advise according to our convictions, even when this means going against market consensus.

 

COMPENSATION:

Our only interests are those of the families we serve. We are a fee-only, non-discretionary advisor. Goldrock Capital sells no products and receives no commissions. Our compensation comes solely from fully transparent fees paid to us by our clients, and it is not impacted by client investment decisions. Any benefits offered to us based on our size and scale are passed along to our clients. This simple approach removes conflicts of interest and ensures objective investment advice and peripheral financial services – only focused on the best interests of our clients.

 

TEAM:

We are a ten-person firm with three partners.  Our team is multi-disciplinary, coming from a diverse range of professional backgrounds. Daniel Goldman founded the firm in 1998 to manage his own family's wealth and financial issues. He was joined by Darren Rockman in 2001. David Ram joined in 2008 and became a partner in 2013. We aim to create a working environment of stability and reliability where our team builds loyalty to the firm and to its clients.