Rockefeller & Co., Inc.

Please contact Michael at (202) 719-3012 or mmarsh@rockco.com to discuss joining Rockefeller & Co.'s family of satisfied clients. Rockefeller & Co. 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 & Co., Inc. was incorporated in 1979 and registered with the SEC as an investment advisor in 1980. Today, Rockefeller & Co. 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 & Co., 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...