社区
TrustFinance 不是持牌金融顾问,也与您所在地区的任何金融机构无关联。投资前请自行研究。
Summit Rock Advisors
Information by Research TrustFinance
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.
United States
Industry
Financial