Worth.
investing.

We are an independent investment management firm focusing solely on creating portfolios of high quality assets customized to our client’s needs of protecting and growing their wealth efficiently.

private wealth management services

Learn about the Kokomo Fund

“Wealth gained hastily will dwindle but whoever gathers little by little will increase it.”
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At ROCKLINC, we’re constantly producing thoughtful commentary and sharp market analysis for our clients.

We are anchored to time-tested principles.

ROCKLINC as an organization is anchored to the time tested principles of value investing, buying assets below their long‑term intrinsic value and patiently holding until the value has been realized.

Meet the rocklinc team