Stop guessing. Start compounding.
Leave the stock-tips and crystal balls to the headlines. At rockwealth, every portfolio is built on decades of peer-reviewed research, engineered to capture global market returns without unnecessary risk or cost.
How your evidence-based portfolio works
Think of your portfolio as a finely-tuned ecosystem, built to capture global growth while cushioning the inevitable bumps along the way. We start by deciding how much risk you genuinely need to reach your goals – that drives the mix of equities, bonds and alternative assets. Each holding is chosen for a clear, evidence-backed reason: low cost, broad diversification and a proven contribution to long-term returns.
The result? A portfolio that works relentlessly in the background, so you can stay focused on living life, not watching markets.
Global diversification
– Thousands of companies and government bonds across more than 40 countries
– Reduces single-country or sector shocks
Low-cost implementation
– Pass-through fund fees typically 0.12 – 0.20 % p.a.
– On a £1 m portfolio that saves ~£8,000-£10,000 each year versus a typical active fund mix
Rules-based rebalancing
– We restore your target mix only when positions drift beyond agreed bands
– Minimises turnover, taxes, and emotional “tinkering”
“James has provided advice on the best way to invest with the aim of providing me with a secure financial future.”
Investment Advice – Durham