PlanRock provides Investment Model Portfolios for every goal, objective and Risk Tolerence.

All investment model portfolio due dilegence is provided by our investment management team with 77 years of combined experience.

How can you be more productive?

By outsourcing investment management tasks such as research and due diligence, investment models for every objective, rebalancing, performance reporting and portfolio, market and economic commentary.

  • More time for exceptional service with existing clients resulting in more assets and referrals

  • More time for growth in your business

  • More time with family and friends
  • More peace of mind and less stress
  • Aid and guidance in your fiduciary responsibility

Top reasons why independent RIAs are moving to an outsourced model portfolio service

  • Utilize the best use of your time
  • Improve client results – performance, relationships, service
  • Improve credibility – Larger team approach and presents
  • Less stress for you and your clients
  • Focus on accelerating the growth of your business
  • More control over your financial advisor practice
  • Spend more time with your clients or family
  • Smaller firms can compete with large firms
  • Improve your net profit vs hiring staff to complete the same tasks
  • Improve client retention