Call 1.866.825.3005 for more information
- Education Cardinal Stritch University
- Qualifications Series 65 and 63
- Job Title Portfolio Manager
- Industry Financial Services
- Company Name Split Rock
-
Website
http://splitrocktrading.… - 31 West Superior St
- Duluth
- Minnesota
- 55802
- Company website with additional …
Split Rock
Investment Adviser
Split Rock Private Trading & Wealth Management is a Registered Investment Advisor that actively manages money on a model-based platform and maintains discretionary authority over client portfolios. Split Rock manages various portfolio-building models as well as specialized portfolio models focusing on Commodity & Equity Rotation, the Bakken and other U.S. Energy Shales, and fixed-income.
Along with standard portfolio builder models, Split Rock provides access to several specialized investment models. They currently operate and manage a Commodity and Equity Rotation model that strives to identify and understand economic and business cycle conditions and allocate funds accordingly. Alternatively, they also manage a Bakken and U.S. Energy Shale model that seeks to monitor a company’s exposure to the Bakken and other various major U.S. Shale plays and allocate funds according to a company’s strength of position and growth potential within those shale deposits.
Investment process
Split Rock Private Trading is a top down, fundamentally-driven firm. Portfolios are tactically adjusted on a regular basis depending on economic and geopolitical conditions.
Investment models
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Split Rock Equity Rotation
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance-
6.4%90 day
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16.7%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-3.5% 12 months
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Split Rock Bakken Shale
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Sector Focus
Performance-
1.3%90 day
-
19.2%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-10.0% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Bakken shale model makes position changes
17 October 2012
There's still a bright outlook for U.S. energy.
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