Mission statement

With almost 85 years of combined investment experience, The Rock Cut Investment Group helps individuals, families and corporate executives achieve their financial goals through customized financial and investment strategies. Our clients view us as a trusted advisor, or wealth manager, in helping to achieve their retirement, education, charitable, insurance, estate planning, and wealth management needs. As a team, we provide clients a high level of expertise through our consulting and asset management services in pursuit of financial independence and a superior quality of life.

"Leverage gives the appearance of wealth.  Savings is wealth."


– Former Merrill Lynch CFO Nelson Chai, prior to his ouster in 2008.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Lessons in legacy with the Cousteau family: The importance of planning

Jacques Cousteau was a visionary of his time. Today, his grandchildren preserve the family’s values through their work as environmental advocates and storytellers.

Taking the next step

Whether you're a current client who would like to review your portfolio or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click Contact.

Meet the team

Learn more about Rock Cut Investment Group.

 

 

 

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