"Each client and their circumstances are unique - we treat them as such in both portfolio design and implementation, with a goal of lending predictability in an unpredictable world." -Brad Dorman
WhaleRock is an SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. Founded in 2006 to help a small group of high net worth families achieve their wealth management goals, WhaleRock has grown to manage more than $600 million in assets. Through a multidisciplinary investment approach focused on risk management, the firm is committed to preserving client wealth while identifying investment opportunities suitable to each client's long term financial goals.
WhaleRock has continued to grow over the last decade and is now helping advise, protect and invest the assets of families, endowments, foundations and institutional investors. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios.
The WhaleRock lighthouse was built in 1882 as a beacon of safety to guide 19th century mariners who navigated the unpredictable waters off the coast of southern Rhode Island. Today, as it has for centuries, the WhaleRock remains a prominent landmark at the entrance to the west passage of the Narragansett Bay.