At EdgeRock we believe investors shouldn’t be confined to generic portfolios and passive strategies.
Portfolio Management
Discover investing without limits
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Next Level Diversification
An institutional approach to meet the more demanding diversification needs of our time
As an independent firm, we work to build broad access and exclusive relationships that provide our clients choice and flexibility to craft truly unique investment profiles tailored to meet your family’s stated goals.
True diversification should go beyond just mixing stocks and bonds. Modern portfolios benefit from thoughtfully incorporating a wider range of asset classes—each with different drivers of return, risk, and liquidity.
By expanding the opportunity set, we help clients build portfolios designed to be more resilient across market cycles, not dependent on a single outcome.
Sources: U.S. Equities: S&P 500 Index; Developed International Equities: MSCI EAFE Index; Emerging Market Equities: MSCI Emerging Markets Index; Core Bonds: Bloomberg U.S. Aggregate Bond Index: Commodities: Bloomberg Commodity Index; Gold: LBMA Gold Price (USD); Private Equity: Cambridge Associates U.S. Private Equity Index; Private Credit (Direct Lending): Cliffwater Direct Lending Index (CDLI); Private Real Estate: NCREIF Property Index (NPI); Private Infrastructure: EDHECinfra Global Infrastructure Equity Index
(2004–2023)
(2004–2023)
Custom Portfolio
A portfolio designed around you
Broad access is only the starting point. The real value comes from how those pieces are combined. Every EdgeRock portfolio is intentionally designed around your specific goals, constraints, and time horizon. We consider how assets interact with one another, how risk is distributed across the portfolio, and how liquidity and cash flow needs evolve over time. The result is not a model allocation, but a structure that reflects your family’s priorities and adapts as circumstances change.
Purpose-Driven Allocation
Every portfolio starts with your goals—not a model. We engineer your asset allocation based on your timeline, income needs and legacy priorities. A portfolio shaped by what matters most to you.
Tactical Active Management
Efficiency where it counts. Flexibility where it matters. Our approach blends low-cost passive strategies in efficient sectors with active management in areas where expert selection adds value.
Next Level Risk Management
Defense is not the opposite of growth. Real diversification means preparing for multiple economic outcomes, not just market dips. We look beyond stocks and bonds to incorporate real assets, alternatives, and hedged exposures that provide true resilience over time.
Portfolios Built to Evolve
There’s no set-and-forget with a custom portfolio. We monitor structural and market shifts that may impact your positioning, then make deliberate, tax-aware adjustments to help you stay aligned with your financial plan. An investing strategy that evolves with you.
A Purpose-Driven Allocation
Every portfolio starts with your goals—not a model. We engineer your asset allocation based on your timeline, income needs and legacy priorities. A portfolio shaped by what matters most to you.
Tactical Active Management
Efficiency where it counts. Flexibility where it matters. Our approach blends low-cost passive strategies in efficient sectors with active management in areas where expert selection adds value.
Next Level Risk Management
Defense is not the opposite of growth. Real diversification means preparing for multiple economic outcomes, not just market dips. We look beyond stocks and bonds to incorporate real assets, alternatives, and hedged exposures that provide true resilience over time.
Portfolios Built To Evolve
There’s no set-and-forget with a custom portfolio. EdgeRock monitors structural and market shifts that may impact your positioning, then make deliberate, tax-aware adjustments to help you stay aligned with your financial plan.
Private Investing
Private investment is no longer alternative
EdgeRock is building the portfolio of tomorrow with custom sourced private investment access, helping you navigate the risk management challenges ahead.
Private Markets
- Private Equity (Buyout Funds)
- Venture Capital (Early-Stage Growth Equity)
- Private Credit (Direct Lending, Distressed Debt)
- Peer-to-Peer Lending
- Litigation Finance
- Farmland Investments
- Timberland Investments
- Infrastructure Investments
- Oil & Gas Royalties
- Mineral Rights
- Private REITs & Real Estate Syndications
- Single-Family Rental Properties
- Multifamily Apartment Buildings
- Self-Storage Facilities
- Mobile Home Parks
- Industrial & Warehouse Real Estate
Insurance & Alternative Income
- Life Settlements
- Annuities (Fixed, Variable, Indexed)
- Catastrophe Bonds (CAT Bonds)
- Structured Notes
Digital & Decentralized Assets
- Bitcoin
- Ethereum
- Stablecoins (USDC, USDT for yield strategies)
- DeFi Yield Farming & Staking
- Tokenized Real Estate & Securities
- NFTs (Blue-Chip Digital Art, Collectibles)
Commodities & Tangible Assets
- Gold
- Silver
- Platinum & Palladium
- Agricultural Commodities (Corn, Soybeans, Wheat)
- Livestock
- Industrial Metals (Copper, Aluminium, Nickel)
- Oil (Brent, WTI)
- Natural Gas
- Uranium
- Water Rights
- Carbon Credits
- Whiskey & Fine Wine
- Rare Art & Collectibles (e.g. Watches, Cars, Coins)
Private investment is no longer alternative
EdgeRock is building the portfolio of tomorrow with custom sourced private equity and exclusive credit access, helping you navigate the risk management challenges ahead.
Explore Private Asset Classes
Private Markets
- Private Equity (Buyout Funds)
- Venture Capital (Early-Stage Growth Equity)
- Private Credit (Direct Lending, Distressed Debt)
- Peer-to-Peer Lending
- Litigation Finance
- Farmland Investments
- Timberland Investments
- Infrastructure Investments
- Oil & Gas Royalties
- Mineral Rights
- Private REITs & Real Estate Syndications
- Single-Family Rental Properties
- Multifamily Apartment Buildings
- Self-Storage Facilities
- Mobile Home Parks
- Industrial & Warehouse Real Estate
Insurance & Alternative Income
- Life Settlements
- Annuities (Fixed, Variable, Indexed)
- Catastrophe Bonds (CAT Bonds)
- Structured Notes
Digital & Decentralized Assets
- Bitcoin
- Ethereum
- Stablecoins (USDC, USDT for yield strategies)
- DeFi Yield Farming & Staking
- Tokenized Real Estate & Securities
- NFTs (Blue-Chip Digital Art, Collectibles)
Commodities & Tangible Assets
- Gold
- Silver
- Platinum & Palladium
- Agricultural Commodities (Corn, Soybeans, Wheat)
- Livestock
- Industrial Metals (Copper, Aluminium, Nickel)
- Oil (Brent, WTI)
- Natural Gas
- Uranium
- Water Rights
- Carbon Credits
- Whiskey & Fine Wine
- Rare Art & Collectibles (e.g. Watches, Cars, Coins)
Tax Efficient Investing
Turning market volatility into opportunity
Most investors see downturns as setbacks. We view them as openings to create lasting value. Using active tax management strategies, we transform short-term declines into long-term portfolio solutions—lowering your tax exposure today and positioning your wealth for more efficient gains tomorrow.
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Tax-Loss Harvesting
We actively monitor taxable portfolios for opportunities to realize losses in a disciplined way—helping offset current and future capital gains while maintaining long-term market exposure. Done thoughtfully, this creates flexibility and reduces tax drag without disrupting your strategy.
Direct Indexing
Direct indexing allows us to own individual securities rather than a single fund, creating greater control over taxes, concentration, and personalization. This structure expands opportunities for tax-loss harvesting, customization, and alignment with your broader planning goals.
Roth Conversions
Roth conversions can play a powerful role when timed intentionally. We help evaluate when it makes sense to shift assets from tax-deferred to tax-free—considering income levels, future tax exposure, and long-term legacy objectives to improve after-tax outcomes over time.
Qualified Opportunity Zones
When appropriate, Opportunity Zone investments can allow for deferral and potential reduction of capital gains while supporting long-term growth initiatives. We evaluate these strategies carefully, focusing on alignment, structure, and risk—not incentives alone.
Infrastructure Assets
Investing in what endures
Infrastructure spans a range of sectors that support modern life, offering investors access to assets designed for durability, utility, and long-term relevance.
Transportation
Systems that move people and goods throughout the country and overseas.
- Airports
- Seaports
- Roads
- Rail
- Terminals
- Mass Transit
Communications
Systems and technology that support the transmission and storage of information.
- Towers
- Fiber
- Spectrum
- Data Centers
- Satellites
Energy
Systems that produce, move, and store the power that fuels modern economies.
- Production
- Transmission
- Processing
- Transportation
- Storage
Utilities
Water, waste, electric and heating for residential, industrial & municipal use.
- Infrastructure
- Storage
- Transport
- Treatment
- Distribution
Public Construction
The building and ongoing maintenance of public and community facilities
- Courthouses
- Schools
- Municipal Buildings
Sustainability
Development and use of renewables, as well as impact-oriented strategies.
- Solar & Wind
- Geothermal
- Waste-to-Energy
- Biomass
- Battery Storage
- Mass Transit
Private investment is no longer alternative
EdgeRock is building the portfolio of tomorrow with custom sourced private equity and exclusive credit access, helping you navigate the risk management challenges ahead.