Overview

Summit Rock Advisors

Information by Research TrustFinance

https://www.summitrockadvisors.com

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.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service