How to Invest

 

If you believe Small Cap and/or Mid Cap stocks have a place in your diversified portfolio, we would be honored to be considered in that role for you.

If you agree with Rockwood’s investment philosophy and process, and it resonates with you, let’s talk.

The best place to start is setting up a meeting with Rockwood, your investment advisor and you.  Let’s make sure Rockwood is the right fit for you.  We are a small firm but we make time to meet with anyone who would like to consider Rockwood as a part of a successful investment plan and approach.