Rockefeller Financial

Please contact Michael at (202) 719-3012 or mmarsh@rockco.com to discuss joining Rockefeller Financial's family of satisfied clients. Rockefeller Financial is a leading, fully integrated wealth and investment management firm providing services to a varied clientele globally (e.g., Foundations, Endowments, Nonprofits, Religious, Academic, Associations, NGOs, family offices, affluent individuals, etc.).

Successor to the John D. Rockefeller family office founded in 1882, Rockefeller Financial was incorporated in 1979 and registered with the SEC as an investment advisor in 1980. Today, Rockefeller Financial is still a private, independent company grounded by an objective advice-driven business model. Rockefeller's advantage lies in our history, innovation, integrity, and focus on obtaining the best results for our clients while putting our clients' unique requisites first. Indeed, with a client-to-employee ratio of 1 to 1.1, our "high touch" customer service is beyond compare.

At Rockefeller Financial, we view each client relationship as unique. Sometimes we provide a single service, but often we work with clients in a multifaceted and integrated relationship. We have the talent and resources available to tailor our services to your specific needs, including:

• Wealth Management — e.g., investment planning and advice, open architecture investment solutions, integrated tax, financial planning, administration, trusts and estates services, and reporting capabilities...
• Portfolio Management for Individuals and Institutions — e.g., portfolio management strategies, global sub-advisory, social responsible restrictions, access to institutional pricing and investment managers, and total portfolio performance measurement...
• Information Management — e.g., Rockit Solutions, LLC, collaboration with our clients' professional advisors, quarterly meetings, and conference calls as required...

Tiber Creek Investment Management

Tiber Creek Investment Management, LLC, is a boutique, independent registered investment advisory firm that specializes in providing investment management and consulting services to small and medium sized endowments, foundations and non-profit organizations.