About Us
Rocky Mountains
Rocky Mountains Asset Management Ltd (Rocky Mountains) is a professional asset management firm headquartered in New York, USA, specializing in equity investing, asset allocation, and fund management. The firm is committed to providing institutional investors, family offices, and high-net-worth individual clients with long-term, stable investment returns.
Globally, we strive to preserve the value of our clients' wealth;
To create good value for investors in the long term and continuously,
to be a professional and reliable asset management company, and to be your trusted wealth steward!
We believe in solving not selling!
Unique Investment Concept
As a rules-based active asset manager, we believe that investing is like a marathon, and instead of chasing short-term market hotspots, a more worthwhile concern should be to provide investors with a long-term robust investment experience.
- - Opportunity Capture: based on a systematic and consistent framework and in-depth research
- - Risk Management: embedding risk management into the investment process and focusing on ex-ante risk control
- - Portfolio Management: disciplined risk budgeting framework, where and how much to risk
- - IESG: Integrating ESG factors into the investment process
Pursuit of investment results EPS
Burned into Rocky Mountains DNA
Local Team With Extensive Experience
Strong local team
The investment and research team all come from the local capital management industry and are well versed in the U.S. market.
Experienced and trustworthy
All members of the investment team have more than 15 years of investment management experience and have been tested by many rounds of bulls and bears.
Broad perspective
Rocky Mountains has an experienced investment management team with core members from top global asset managers and investment banks.
Empowering investors and industry partners
Drawing on our rich overseas investment experience, and based on our full understanding of global and local market trends, we provide diversified one-stop investment solutions for investors and institutional partners to help you achieve longer-term and more beneficial investment goals.
Covering but not limited to equities, fixed income, multi-assets, etc., to meet diversified investment needs
Can provide clients with tailored, results-oriented and personalized investment solutions
Proactive Management Leader
Rocky Mountains is a leading active investment management firm that manages more than $2 billion in assets for individuals, families and institutions worldwide. With a focus on long-term investing, Rocky Mountains is committed to creating value for its clients at every step of the investment process.
$2billion
Assets Under Management (AUM)
14Top
14 Top Academic Backgrounds
100+
100+ Specialized Staff
7+
7 Global Offices
10Years+
The average industry experience of the core members is over 10 years
5Years+
Over 5 years of experience in sustainable
Full range of investment
capabilities
Rocky Mountains is committed to providing investors with rich and diversified investment solutions based on insights into global and local market trends. Its investment strategies cover fixed income, equities, multi-asset and private equity markets, etc., to meet the diversified and personalized investment needs of investors in all aspects.
$360million
Fixed Income
$950million
Equity Private
$280million
Equity Markets
$410million
Quality Recognized Assets
Globalization and Collaboration
With 7 offices around the world, Rocky Mountains is committed to providing the highest quality investment services with approximately 100+ investment professionals sharing ideas on a regional basis.
We are globally organized, and are customer-oriented, striving to build long-term partnerships with our customers to create value together.
The Trust We've Earned
Over the years, we have been recognized with many industry accolades for our performance and contributions to investment management. Below we show a sampling of awards based on the accomplishments of our firm, employees and investment vehicles.
