Greenwich Payment Advisors

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287 Bowman Ave
Purchase, NY 10577
+1 (914) 481-5050
https://rockingstoneadvisors.com

Rockingstone Advisors LLC is a boutique asset management firm co-managed by Brandt Sakakeeny and Eric Katzman, CFA, specializing in multi-asset investment strategies for individuals, families, and small institutions. As an SEC-registered investment advisor, the firm focuses on capitalizing on pricing inefficiencies across various asset classes through a disciplined investment process rooted in fundamental research and analysis.

Offering unbiased, fee-based advice, Rockingstone provides high net worth clients with sophisticated portfolio management that encompasses a range of asset classes, including equity, fixed income, commodities, and real estate. The firm's rigorous approach combines top-down and bottom-up analytical frameworks to identify mis-priced assets and sectors, aiming to generate positive risk-adjusted returns.

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