Rockingstone Advisors

Rockingstone Advisors provides discretionary portfolio management and OCIO services to individuals, high‑net‑worth clients, families, trusts, retirement plans and select limited partnerships, delivering customized asset allocation, security selection and ongoing monitoring. The firm works with a relatively small client base supported by a two‑advisor team and relies on qualified custodians for custody, including a dedicated arrangement for digital‑asset accounts.

Its investment process is multi‑step: establishing a strategic allocation, applying tactical overlays, creating sub‑asset diversifications, selecting individual securities and digital assets, and executing and monitoring positions. Portfolios may include equities, fixed income, hybrids, real‑asset alternatives and digital assets, and the firm may implement short positions, options or other derivative strategies and permit borrowing/margin in separately managed accounts where appropriate.

Notable operational details that distinguish Rockingstone from many peers include public advertising of historical performance figures and a formal digital‑asset program that moved custodial relationships from Gemini to Fidelity and is billed separately from traditional advisory services. For a firm managing roughly $286 million with two advisors, the combination of advertised performance, active use of derivatives and permitted borrowing in client accounts, and a dedicated digital‑asset custody and billing arrangement is less common and may be material for prospective clients assessing complexity and operational practices.