Many advisors rely on age and risk tolerance to place clients into generic model portfolios primarily composed almost entirely of mutual funds, do a legally required annual contact, rebalance the portfolio to the model, and collect a fee. Red Rock Capital Management believes that in actively managing a client’s portfolio, buying carefully selected stocks, you can have significantly better returns. Every day, your portfolio is monitored and changed as necessary to ensure lagging stocks are sold and the best performing stocks are bought. Your portfolio is actively managed because the market is constantly changing, and we believe it is essential to adapt to maximize returns. We don’t invest client money in hedge funds, private equity or mutual funds.
We understand that every person has unique needs, goals, and concerns. If the model portfolio isn’t fully aligned with your goals or preferences, then a unique strategy will be tailored just for you. Whether you prefer the conservative positioning of investment-grade bonds or the Model Portfolio, or a combination, Red Rock Capital Management is flexible to satisfy your demands.
First, an algorithm designed to find stocks in a clear uptrend is used. The algorithm operates over multiple different time frames, seeking to ensure each stock’s path of the least resistance is to the upside. The algorithm also checks to prevent purchasing overbought stocks that may face imminent pullbacks.
The second aspect involves rigorous fundamental analysis. After pinpointing what we believe are the most promising charts, each stock undergoes a thorough evaluation to confirm it is indeed a high-quality company. Central to this assessment is corporate profitability; only stocks with positive earnings are considered. It doesn’t matter if the company is projected to turn a profit in 6 months, current positive earnings are a non-negotiable requirement for selection. Another thing that is checked is earnings per share (EPS), favoring those with an upward and (ideally) accelerating trend. To counter potential EPS growth via stock buybacks, revenue trends, which really can’t be manipulated, are also checked, seeking steadily growing figures that reflect genuine business health.
Once stocks with exceptional charts and fundamentals are identified, they earn a place in the portfolios. Only what we believe are the best of the best make the cut, ensuring that when you entrust your portfolio to Red Rock Capital Management, you benefit from a honed process dedicated to growing your wealth. No more than 3% of your portfolio will be put into a stock or option position, although it can grow to over 3% on its own, and sometimes more than 3% will be put into exchange traded funds or bonds to fill out your portfolio.
WARRANTIES & DISCLAIMERS
There are no warranties implied. Red Rock Capital Management is a registered investment advisor located in Las Vegas, Nevada. Red Rock Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Red Rock Capital Management’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Red Rock Capital Management’s website on the Internet should not be construed by any consumer and/or prospective client as Red Rock Capital Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Red Rock Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Red Rock Capital Management, please contact the state securities regulators for those states in which Red Rock Capital Management maintains a registration filing. A copy of Red Rock Capital Management’s current written disclosure statement discussing Red Rock Capital Management’s business operations, services, and fees is available at the SEC’s investment advisor public information website – www.adviserinfo.sec.gov or from Red Rock Capital Management upon written request. Red Rock Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Red Rock Capital Management’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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