History

WhaleRock has continued to grow over the last decade and is now helping advise, protect and invest the assets of families, endowments, foundations and institutional investors. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. The WhaleRock lighthouse was built in 1882 as a beacon of safety to guide 19th century mariners who navigated the unpredictable waters off the coast of southern Rhode Island. Today, as it has for centuries, the Whale Rock remains a prominent landmark at the entrance to the west passage of the Narragansett Bay.

Mission

WhaleRock provides predictability by setting proper client expectations and building investment portfolios in risk assets.

Tailored portfolios to each client which adhere to a personalized Investment Policy Statement: a mutually agreed upon “investment road map” illustrating our clients’ unique goals.

Strive to achieve growth and wealth preservation allowing for accumulated assets to pass generationally.