Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
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.
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.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
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
Bullish on energy, and most confident in our Apple position
18 January 2012
And we're underweight cyclicals and healthcare names.
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