Reviews and Accolades
What Our Clients Say About Us
Stephanie Harris2024-02-01Bird Rock is amazing! They are trustworthy, honest, professional, and they walk their talk 100%. I highly recommend them!
Melanie Imhoff2022-10-24Very helpful and kind people!
Cory Brown2022-07-13Steve and his team are top notch financial advisors. If there were more stars I could give this company I would. This company is very trust worthy and they take great care of their clients. They provide excellent service and stand by their word. They have been doing business for many years and follow the market everyday and really keep their finger on the pulse of the market to make sure they are helping educating their clients in making sound and life long decisions. I'd recommend Steve and his team to anyone and everyone looking!
Don Horrocks2021-02-27I'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 gone through several investors over the years but no one works harder than this firm. Making changes(sometimes several weekly) and seeking new companies on the rise(and they too also have skin in the game), getting me a return(9-17%) that I can really boast about, and even refer to some of my friends! Keep up the good work Y'all!
Brad Frederick2020-09-08I 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.
jonathan parr2020-08-13Steve 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.
Francis carter2020-08-11Relationships really matter, and I'm really fortunate to have a great relationship with Stephanie Boeke. She's prompt to respond and delivers great advice. Stephanie has a knack for seeing the big picture, is well educated, and genuinely cares for her clients.
Marcus2020-07-25I'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 communication with Steve in times where different investment strategies need to be addressed. In closing it would be very fair to say that my portfolio has done well with this investment firm.
Accolades
Winner
Disclosures
BirdRock Asset Management (BRAM) is an SEC registered investment advisor who may only conduct business in states or jurisdictions where registered or where an exemption or exclusion may be claimed. No part of this website should be regarded as a solicitation of services in states or jurisdictions in which BRAM is not authorized to conduct business.
This website is for informational purposes only and does not take into account the specific investment needs of each visitor. BRAM shall not be held liable for any investment decisions made based on the content of this site. In addition, BRAM does not guarantee the accuracy or reliability of information regarding third parties referenced. Past performance is not indicative of future results.
Texas Monthly Wealth Manager Disclosure: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.The Five Star award is not indicative of the wealth manager’s future performance.Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.
Morningstar Separate Account Disclosure: Investors in the same separate account may have slightly different portfolio holdings because each investor has customized account needs, tax considerations, and security preferences. Therefore, separate account managers calculate and report composite returns for each investment style they offer. They method for calculating composites can vary. To ensure that the ratings are fairly assigned, Morningstar will calculate ratings for only those firms that report composites according to the guideline of the Association for Investment Management and Research (AIMR/GIPS). Approximately 90% of the separate accounts in Morningstar’s database come from firms that are GIPS Compliant.
5 Star Score Disclosure: 5 STARS IS A SCORE THAT IS PRODUCED BY A PROPRIETARY PALADIN ALGORITHM THAT RATES THE RELATIVE QUALITY OF ADVISOR CREDENTIALS (EXPERIENCE, EDUCATION, CERTIFICATIONS), ETHICS (COMPLIANCE RECORD, FIDUCIARY STATUS), BUSINESS PRACTICES (METHOD OF PAYMENT, REPORTING), AND SERVICES. ADVISORS MUST SCORE IN THE 90TH PERCENTILE OR HIGHER TO RECEIVE THE FIVE STAR RATING. A FIVE STAR RATING IS NOT AN INDUSTRY CERTIFICATION, DESIGNATION, OR ACCREDITATION. A FIVE STAR SCORE DOES NOT CONSTITUTE AN ADVISOR TRACK RECORD FOR INVESTMENT PERFORMANCE. A FIVE STAR SCORE DO NOT CONSTITUTE AN ENDORSEMENT, RECOMMENDATION, TESTIMONIAL, AWARD, OR FAVORING BY PALADIN. A FIVE STAR SCORE INDICATES AN ADVISOR HAS PROVIDED REQUIRED INFORMATION TO PALADIN AND SCORED HIGH ENOUGH TO RECEIVE THE FIVE STAR RATING. ADVISORS WHO ARE PROFILED IN THE REGISTRY HAVE A RANGE OF QUALIFICATIONS. A REGISTRY PROFILE AND FIVE STAR SCORE HAVE NO BEARING ON THE FUTURE ADVICE, SERVICES OR RESULTS OF AN ADVISOR. A REGISTRY PROFILE AND FIVE STAR SCORE DO NOT CONSTITUTE A CLAIM, WHETHER EXPLICIT OR IMPLICIT, BY PALADIN THAT AN ADVISOR’S QUALIFICATIONS, PRODUCTS, SERVICES, OPINIONS, ADVICE, OR CLAIMS ARE SUPERIOR, REPUTABLE, HONEST, ETHICAL, COMPETENT OR WILL PRODUCE EXCEPTIONAL FINANCIAL RETURNS.
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Past Performance is no guarantee of future results. Results for the BirdRock Small Cap Value Strategy reflect the reinvestment of dividends and other earnings. Individual results may differ. The results submitted to PSN portray the performance history for a representative separately managed account gross of fees. This press release is distributed for informational purposes only; to notify readers of a PSN ranking. The results submitted to PSN portray the performance history for a representative managed separate account gross of fees, and do not include the deduction of investment advisory fees. An investor’s actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. Upon request, BirdRock will provide gross and net performance information for the Small Cap Value Strategy. PSN and Informa Investment Solutions have no affilation with BirdRock, but rather evaluate investment managers’ performance on an objective basis. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest reporting period ending September 30, 2013.