![]() We empower individuals, families, institutions, and corporations to realize their aspirations and help achieve their most important ambitions. The client experience is at the centerpiece of our model. As we learn more about you, we will help you shape your asset allocation strategy and develop a set of investment guidelines that your financial plan with your goals. We believe that wealth management begins with understanding you and your personal ambitions, goals, lifestyle, tolerance for risk, liquidity needs, and time horizon. Inspired by the values reflected in the Rockefeller Family Legacy, we aim to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence.Īt Rockefeller Capital Management, the Siden Fink Group will continue to keep you at the core of what we do. The group produces a year-end report and presents it to faculty, SIF alumni and members of the investment community at the annual meeting.Located in the heart of Rockefeller Center, Rockefeller Capital Management has been the trusted advisor to the Rockefeller family for seven generations spanning over 135 years. The SIF Fellows meet weekly with Professor Cockrum and four practicing investment management professionals - Dave Carpenter, Shelby Notkin, Shawn Patt and Keith Webster - to discuss current market events and trends, portfolio performance and prospective trades. Restricted securities include fixed-income securities having lower than a BBB rating, securities with insufficient liquidity and unmarketable securities.
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