We conduct onsite education for your participants and help them think through allocation strategies aligned with their long-term investment objectives.We create a periodic Plan-level report that includes an analysis of the performance of investments in the Plan menu.We offer initial and ongoing investment recommendations to assist in your selection of investment options for the Plan’s investment menu.We assist you in creating an Investment Policy Statement (“IPS”) for the purpose of providing guidelines, limitations and direction for the selection and monitoring of the investment choices in the plan.We provide initial and ongoing advice in the design of an investment menu for your Plan based on the asset class selections and other information you provide.We offer our clients customized service while leveraging the resources, infrastructure and access to experienced investment specialists and thought leaders that Rockefeller provides. We remain committed to helping you and your family achieve your goals and objectives for generations to come. 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. 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.

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