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Category: Investments and funds. Country: United States (USA).
In 1882 John D. Rockefeller established an office to manage his family s assets, as well as to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co., Inc., the successor to this office, registered as an investment advisor with the Securities and Exchange Commission in 1980. Over the years, additional services have been added, including the addition in 1985 of The Rockefeller Trust Company, a "limited purpose" trust company chartered by the New York State Banking Department. In 1994, all client services were consolidated under a reorganized Rockefeller & Co. to provide comprehensive investment and wealth management expertise to wealthy families, endowments, foundations, and not-for-profit organizations. The organization has a wealth of experience developed over time. This breadth of experience has enabled Rockefeller & Co. to produce superior market returns through globally diversified investments in a variety of market cycles. As an independent privately-owned firm, our energies are entirely focused on ensuring the provision of comprehensive and integrated investment and wealth management services of the highest quality. Rockefeller & Co. is a long-term investor utilizing a fundamental research approach and is dedicated to preeminent multi-asset class global strategies. Our investment philosophy is to have a flexible and creative culture disciplined by valuation and quantitative risk tools to produce consistent long-term value-added results. By virtue of our reputation and significance in the marketplace, we have access to senior company management adding to our research methodology. Depth of understanding of corporate strategy and management, combined with a valuation discipline, is essential to performance consistency. Rockefeller & Co.s global investment management services are based upon the competitive advantages our ownership structure provides in encouraging long-term business growth our broad and deep experience in global investment management our state of the art information systems and our outstanding client service. While we follow a core strategy, investing in both value and growth stocks, our style most often correlates with a growth at a reasonable price style. We believe we add value through our ability to understand relationships among sectors and individual stocks through a global prism. We have a long history of expertise in understanding the needs and objectives of high-net-worth investors, endowment and foundations, and active socially responsive investors. Our portfolio services are tailored to the unique objectives of each client with regard to all considerations.
Address: 30 Rockefeller Plaza, New York NY 10112, Phone: 212 649 5600
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