Our team partners with clients and their families to develop a tailored and comprehensive investment plan aimed at preserving wealth today and growing it for future generations. As a multigeneration team, we have built long lasting relationships – built entirely on trust and transparency. With over 100 years of combined team experience, we understand the complexities associated with family wealth planning and are here to provide sound advice and guidance.
Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.
MARK HOLCOMB & MICHAEL FREY
Cincinnati, OH 45209
“As part of Rockefeller, our experienced team remains nimble and proactive. Our mission is to provide uncommon investment solutions, multigenerational resources, and leading client service to the individuals and families we serve.”
– Mark Holcomb, CIMA®, Managing Director, Private Wealth Advisor
“As our team continues to evolve, we are given the opportunity to leverage our combined investment and client service experience in order to provide thoughtfully tailored investment management plans designed to grow and preserve our clients’ wealth for generations.”
– Michael Frey, CPWA®, CPM®, CFP®, CRPC®, Managing Director, Private Wealth Advisor
We are confidantes, counselors, and navigators, dedicated to managing the complexities of financial planning and wealth management. As a part of Rockefeller, our team leverages an impactful, longstanding brand name business, with a culture that keeps the client at the center of everything we do.
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Customized Investment Strategy Design
We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.
Portfolio Management & Optimization
We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.
Investment, Tax, & Legal Advisor Coordination
We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.
We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.
Cash Management, Optimization, & Access
We handle all cash activity and cash equivalents including loans, banking products, and mortgages.
Ongoing Monitoring & Performance Analytics
We provide you with a high level of transparency through advanced analytics and regular meetings with our team.
- Financial Accounting & Bookkeeping
- Trust & Estate Planning
- Tax Efficient Planning & Preparation
- Family Legacy & Governance Advisory
- Bill payment
- Philanthropic advisory
- Human Resources Services
- Cash flow and liquidity planning
- Next Gen Financial Education
Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.
Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.
- Differentiated, independent advice for entrepreneurs and business owners
- Execution across private and public companies owned or operated by our clients
- Mergers, acquisitions, divestitures, capital raises
- Real estate advisory
- Sports franchise advisory
Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.Equity Strategies
- We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
- We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.
Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.
• A total security solution tailored to each client and location, assessing their needs and goals.
Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.
Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.
• A unique benefit that can help with everything related to aging, elder care or special needs.
Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.