Discretionary
We manage day to day.
You authorize Rock One Advisors to make investment decisions within the agreed strategy without seeking approval for every trade. This supports timely, consistent portfolio management.
Investment Strategies
The right strategy includes the right level of control.
Understand who makes day-to-day decisions before you open an account.
How we help
Two approaches, explained clearly.
The distinction is about decision authority—not the quality of advice. We discuss the responsibilities, communication, and tradeoffs of each structure so you can choose with confidence.
Non-discretionary
You retain final say.
We provide recommendations and explain the rationale, but you approve each transaction before it occurs. This suits clients who prefer direct participation in investment decisions.
Explore our services
Every part of the plan should work together.
Our services are designed as connected parts of an ongoing advisory relationship.
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