BirdRock Asset Management is an independent financial advisory firm in Austin, TX providing custom-tailored investment services for our clients. We take a holistic approach to building wealth for our clients and managing their financial assets. Because our relationships are built on trust, we have gained national recognition as a top independent wealth management firm.
We take investing seriously and strive to create a lifelong partnership with all of our clients. As a fiduciary, you'll always know that we'll do the right thing and be there with you every step of the way. In fact, all of our partners, advisors and employees invest right alongside our clients.
We take investing seriously and strive to create a lifelong partnership with all of our clients. As a fiduciary, you'll always know that we'll do the right thing and be there with you every step of the way. In fact, all of our partners, advisors and employees invest right alongside our clients.
Services
BirdRock is comprised of an award-winning team of diverse investment professionals with decades of wealth management experience. We have managed money for some of the largest pension funds in the country as well as for our families, friends and clients - people who trust us to do the right thing.
Our team meets regularly to assess the current landscape and actively manage our client's portfolios by adjusting our strategies for changing market conditions.We strive to protect and grow your assets while reducing risk and volatility by focusing on research, asset allocation, and building well-diversified investment portfolios that stand the test of time.
Our team meets regularly to assess the current landscape and actively manage our client's portfolios by adjusting our strategies for changing market conditions.We strive to protect and grow your assets while reducing risk and volatility by focusing on research, asset allocation, and building well-diversified investment portfolios that stand the test of time.
We will actively manage and review your investment portfolio on a regular basis in order to maintain the right balance you need to hit your long-term financial goals. Through active portfolio management and vigilant market analysis, we will consistently review and adjust your portfolio over time, based on changes in the market as well as in your own life circumstances.
While many of us don't realize it, we are constantly engaged in subconscious acts of investment planning all the time. We plan how best to invest the next block of the limited time we have at our disposal. Would that two hours be best spent visiting a friend at the hospital, or would it be better invested, say, by taking the kids to a ball game?
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much), and where and when to invest those savings is super important, prudent financial planning goes way beyond the realm of just saving and investing alone.
The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you'll be able to control your financial future.A solid financial plan is essential for anyone who wishes to accomplish specific financial objectives.
The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you'll be able to control your financial future.A solid financial plan is essential for anyone who wishes to accomplish specific financial objectives.
You and your family (partner/spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they'll be there for you to benefit from. Asset management is all about helping you manage those financial assets using a prudent and conscientious approach.
Reviews (9)
Don Horrocks
Feb 15, 2021
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I've been investing for over 25 years, even did Day Trading for a while. Now that's a lot of work, especially researching. Found Birdrock when we moved close to the Austin Area(Lake Buchanan). Was tired of sitting in front of a computer for hours each day, especially since I'm retired. But who will treat my portfolio as good as I can do? Didn't want your basic Broker handing it of to Mutual funds letting someone else do the work and paying twice the fee, or small time investments they would attempt at once a year, if you're lucky twice. Then I found Steve and Stephanie. No more worries! I have
Jonathan Parr
Jan 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Steve is a great guy, trust worthy, and he let you do anything that will compromise you financially. He has a great team and is always responsive when I have questions. Since, seeing him, I have seen my debt ratio go down and it's been much less financial stress.
Steve is a great guy, trust worthy, and he let you do anything that will compromise you financially. He has a great team and is always responsive when I have questions. Since, seeing him, I have seen my debt ratio go down and it's been much less financial stress.
Ford F.
Jan 05, 2021
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My mother and I invested her total retirement portfolio with BirdRock and I am very happy with the result. Stephanie and Steve took the time to assess her risk tolerance, short and long term goals, and built a portfolio that was both comfortable and easy to understand.
What I appreciate most about BirdRock is that they are a fiduciary, meaning they are legally obligated to act in their clients' best interests. They charge no commissions, only a flat percentage, so their success is tied to ours - they win when we win. So I am assured in knowing their motivations are in harmony with ours.
What I appreciate most about BirdRock is that they are a fiduciary, meaning they are legally obligated to act in their clients' best interests. They charge no commissions, only a flat percentage, so their success is tied to ours - they win when we win. So I am assured in knowing their motivations are in harmony with ours.
Francis Carter
Dec 26, 2020
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Marcus
Dec 17, 2020
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I've been with BirdRock Asset Management just short of 10 years now, and thought it was time (as they say "Step up to the Plate") to let others know how satisfied I am with this investment firm. They have integrity and are very skilled with money management. As my money manager, Steve Levy, is not unilateral in his decision making with my account; instead he makes suggestions, we discuss my options, and we move on from there. With all of us facing these uncertain economic times, it's comforting to know that I can depend on this investment firm. This comforting factor is facilitated by periodic
Brad Frederick
Oct 02, 2020
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Positive: Professionalism, Responsiveness
I have used Birdrock for many years now and love how personable they all are. They are always quick to respond to any my calls, questions or concerns. I feel very comfortable with them and love knowing I am in great hands with them. I would highly recommend them.
I have used Birdrock for many years now and love how personable they all are. They are always quick to respond to any my calls, questions or concerns. I feel very comfortable with them and love knowing I am in great hands with them. I would highly recommend them.
Stephanie Tidell
Sep 29, 2020
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Marsha Reichel
Dec 12, 2016
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Paul Ehrmann
Jul 18, 2016
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