Split Rock Private Trading & Wealth Management is a Registered Investment Advisor (RIA) that manages investment portfolios on a discretionary basis. We are located near Minneapolis, Minnesota with offices in Duluth, MN, Cloquet, MN and Virginia, MN. We offer a variety of Investment Opportunites including: Separately Managed Accounts, Equity Income & Dividend Investments, Equity & Commodity Investments, Portfolio Building Models and focused Opportunites to Invest in Bakken Shale and other Investments in Domestic Oil Shale.
Unlike many other firms, Split Rock has no ties to, nor receives any commissions or compensation from, any broker, banking institution, or insurance company. We offer truly unbiased objective investment advice with only our clients' best interests in mind. Portfolios are individually monitored and adjusted regularly, depending on economic and geopolitical conditions.
We manage money on a model-based platform where we maintain discretionary authority over our clients' portfolios. We are highly selective in the makeup and the number of clients we choose to work with. Feel free to look around our website to learn more about our models and investment strategies.
Our Investment Philosophy
Whether you are an individual with a taxable account, a foundation, or a client who has put assets in a trust, we approach our responsibilities the same way — focusing on what’s best for you. Improving overall portfolio risk-adjusted returns is at the core of what we do. We have always believed in — and focused on — managing downside risk while striving to achieve strong investment returns, especially in extreme market environments.
We manage your money like it’s our own.
Free and Friendly Consultation
Investing with Split Rock Private Trading and Wealth Management begins with a conversation. We believe that strong communication with our clients fosters relationships that continue long into the future. Our personalized approach helps establish understanding of our strategy and your financial objectives. We couple this with trust and clear goals...right from the start. Experience the Split Rock Difference today by contacting us at 877.979.3262.
We look forward to working with you.