We take responsibility for the needs of families with significant wealth. The 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. This method focuses on the needs and requirements of each family as a whole, for every generation separately, and for each family member individually. Platinum rock Capital is independent , not a bank or a licensed entity.
Our only interests are those of the families we serve. We are a fee-only, non-discretionary advisor. Platinum Rock Capital sells no products and reserves the right to share some of the profit on funds yearly. Our compensation comes from our families fund performance of 5% to 15% yearly.
Any benefits that we are offered based on our size and scale is 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.