Third Party Manager for Independent Financial Advisors

PlanRock provides investment model portfolios for independent financial advisors and their clients through the Charles Schwab Institutional Platform.

Business professionals working on investment strategy

PlanRock investment portfolios help provide a solution to reach a specific goal and objective, not just a one size fits all. PlanRock’s objective is to create an E3 environment (cost efficient, tax efficient and investment efficient) when it comes to investment management.

We strive to keep our investment cost low (average 0.26%) so the overall cost will be competitive and beneficial for the client. We focus on ETFs (Exchange Traded Funds – traditional and strategic beta) to reduce potential 1099 capital gain exposure due to internal turnover. And we help develop and produce value through a positive risk adjusted return for your clients. Please see our Investment Portfolio Management page for more information.

Investment Portfolio Management