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White Rock Capital Management delivers tactical fund management and sub-advisory services, specializing in proprietary investment strategies. The firm's core offerings include customized blended portfolios that integrate dynamic multi-asset, all-equity, and tactical fixed-income allocations. These strategies are built upon a rules-based process, emphasizing proactive balancing and transparency to mitigate risk and optimize returns across varying market conditions.
The company emerged from a team of seasoned investment professionals based in Sacramento, California, collectively possessing over thirty years of experience navigating capital markets. Their insight revolves around the necessity for adaptive, disciplined investment approaches that actively manage market fluctuations. White Rock Capital Management operates by providing its specialized services through Hansen & Associates Financial Group, Inc., an SEC-registered investment advisory firm.
White Rock Capital Management primarily serves Registered Investment Advisers and financial advisors, aiming to enhance their firms' growth and client portfolio performance. The company's vision centers on empowering these professionals with sophisticated, tailored investment solutions. By actively managing growth objectives and risk, the firm seeks to foster stronger client relationships and facilitate superior financial outcomes for its partners.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jun 18, 2020 | RENOVION | $8.1M Series A | Tom Barton | — |