Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Located in Syracuse, NY, Rockbridge Investment Management is a Registered Investment Adviser that adopts an evidence-based investment philosophy emphasizing low-cost portfolios and personalized financial planning services. Founded on principles of unbiased advice, the firm focuses on tailored investment strategies to assist clients in achieving their financial goals.
Unlock mandates & allocation signals
See Rockbridge Investment Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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