For Current Still Water Clients

Preferred Investment Partner: ROCKLINC

Still Water Financial Partners has negotiated preferred pricing for our clients with ROCKLINC Investment Partners, a respected independent investment management firm we trust. While ROCKLINC operates outside our direct referral network, we recognize that their value investing approach will be suitable for certain investor preferences.

About ROCKLINC Investment Partners

ROCKLINC is an independent investment management firm that focuses solely on creating portfolios of high-quality assets customized to their clients' needs for protecting and growing wealth efficiently.

ROCKLINC as an organization is anchored to the time-tested principles of value investing, buying assets below their long-term intrinsic value and patiently holding until the value has been realized.

Value Investing Approach

ROCKLINC follows the time-tested principles of buying assets below their long-term intrinsic value and patiently holding until the value has been realized.

Independent Research

Their team conducts independent research and analysis to identify undervalued investment opportunities that have the potential for long-term growth.

Quality
Focused

ROCKLINC prioritizes high-quality assets with strong fundamentals, seeking to protect and grow wealth through disciplined investment selection.

Customized Portfolios

Rather than offering one-size-fits-all solutions, ROCKLINC creates tailored portfolios designed to meet each client's specific wealth objectives.

How It Works for Still Water Clients

When ROCKLINC May Be Suitable

While Still Water Financial Partners offers several investment solutions through our direct referral partners, ROCKLINC's approach may be particularly suitable for clients who:

  • Prefer a value investing approach: You believe in buying quality assets at prices below their intrinsic value and holding them patiently

  • Seek active management: You prefer actively managed portfolios rather than passive index strategies

  • Value independent research: You appreciate ROCKLINC's commitment to conducting their own research and analysis

  • Have higher risk tolerance: You understand that value investing may involve periods of underperformance relative to the broader market while seeking higher long-term returns

  • Want customized portfolios: You prefer a more tailored investment approach rather than model portfolios

The Relationship Structure

It's important to understand how our preferred partner relationship with ROCKLINC differs from our direct referral partners:

  • Independent Relationship: ROCKLINC operates completely independently from Still Water Financial Partners

  • Direct Client Relationship: You would establish a direct client relationship with ROCKLINC

  • Preferred Pricing: You receive the negotiated preferred rate of 0.60% by identifying yourself as a Still Water client

  • No Fee Sharing: Still Water receives no compensation or referral fees from ROCKLINC

  • Full Portal Integration: Your ROCKLINC accounts can be fully integrated into your Still Water consolidated dashboard, giving you a complete view of your entire financial picture

How to Access Your Preferred Pricing

  1. Initial Consultation: Discuss with your Still Water advisor whether ROCKLINC's investment approach aligns with your overall financial strategy

  2. Introduction: If you're interested, we can facilitate an introduction to ROCKLINC's team

  3. Client Verification: When meeting with ROCKLINC, mention that you're a Still Water Financial Partners client to qualify for preferred pricing

  4. Account Establishment: Work directly with ROCKLINC to establish your investment accounts

  5. Portal Integration: Provide your Still Water advisor with access to your ROCKLINC accounts so they can be integrated into your consolidated dashboard

  6. Ongoing Coordination: Your Still Water advisor will continue to incorporate your ROCKLINC investments into your comprehensive financial planning

Exclusive Preferred Partner Pricing

As a Still Water Financial Partners client, you receive exclusive preferred pricing when you choose to work with ROCKLINC Investment Partners. This represents substantial savings compared to their standard fee schedule.

Flat Management Fee

0.60%

On all assets under management, regardless of portfolio size

Standard ROCKLINC Fee Schedule

  • 1.20% on the first $1,000,000

  • 1.00% on amounts from $1,000,001 to $4,000,000

  • 0.75% on amounts above $4,000,000

Important Note: Unlike our direct referral partnerships, Still Water Financial Partners does not receive any compensation, referral fees, or other incentives from ROCKLINC. This arrangement is negotiated solely to provide our clients with preferential pricing should they choose ROCKLINC's investment approach.