Company Information

Get to know Summit Rock Advisors

Founded in 2007, Summit Rock Advisors operates as a private investment office that serves as a dedicated outsourced chief investment officer (OCIO) for its clients. The firm focuses on partnering with a limited number of U.S.-based families and non-profit organizations to provide comprehensive, customized investment management and advisory services. Its mission is to act as a long-term fiduciary partner, helping clients preserve and grow their capital across generations through tailored portfolio construction and manager selection.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Summit Rock Advisors

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.