WhaleRock Point Partners, LLC, is a SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation strategies, and portfolio recommendations to families, endowments, foundations and institutional investors.
Founded on fiduciary principles, WhaleRock lends predictability to clients' financial lives through a rules-based investment process, delivered with attentive service. With a policy tailored to each client, our ultimate goal is to achieve wealth preservation and accumulation over generations.
Our team of investment professionals has an average of 26 years experience providing financial advice and counsel through both bull and bear markets. Since 2006, we have been helping high net worth families achieve their wealth management goals, and we currently manage and consult on over $600 million in assets.
Company Details
- Employees
- 8
- Founded
- -
- Address
- One Turks Head Place, Suite 1400, Providence,ri 02903,united States
- Phone
- 401-228-7799
- in****@****int.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wrpoint.com
- Keywords
- Family Council Planning and Structure, Portfolio Construction and Asset Allocation, Endowment and Foundation Consulting, Outsourced CIO Solutions, Retirement Solutions, 3(38) Investment Manager.
- HQ
- Providence, RI
Whalerock Point Partners Llc Questions
Whalerock Point Partners Llc's helpline number is 401-228-7799
Whalerock Point Partners Llc's website is wrpoint.com
Whalerock Point Partners Llc's LinkedIn profile is https://www.linkedin.com/company/whalerock-point-partners-llc
Whalerock Point Partners Llc has
8 employees.
View email and phone details for 8
employees at Whalerock Point Partners Llc.
Whalerock Point Partners Llc's industry is
Financial Services
Whalerock Point Partners Llc's top competitors are
Abbey Street,
Legacy Financial Advisors,
Efficient Capital Strategies Llc,
K6 Investments,
Rise73,
Videonitch,
Valiant Peregrine,
Whale Rock Capital Management Llc,
View Point, Inc.,
Altimeter.
Whalerock Point Partners Llc's support email address is info@wrpoint.com
Whalerock Point Partners Llc's categories are Financial Services
Whalerock Point Partners Llc's founding year is 2006
