Wealth Management Solutions
For Phoenix, Arizona, and Beyond
Since 1982, we have been a fee-only financial company that aligns our interests with yours. We invest in high-quality companies that meet our proprietary requirements. We personally invest in the same equities we recommend for our clients. We eliminate unnecessary costs.
Our primary focus has been to invest assets to conservatively prepare clients for retirement and assist in increasing their return on capital. With offices in Gilbert and Phoenix, Arizona, we manage portfolios for individuals, businesses, nonprofits and corporate retirement plans locally and throughout the United States.
We look forward to learning about your goals and objectives so we can build your portfolio to enable you to enjoy what matters most to you in life.
Creating a Beneficial Partnership
For over three decades, we’ve excelled in helping clients plan for a comfortable retirement. Whether you are an individual, a small business owner, a healthcare professional, or an executive, we strive to get to know you by building a long-term relationship that you can count on.
In order to begin investing with Brock Asset Management, we do not require a minimum investment amount. Our management fees begin at 1% of assets managed and drop from there. Fees are paid on a quarterly basis.
We pride ourselves on being transparent in our strategies and honest about our fees for service. The portfolios we manage are conflict-free and our fees do not include expenses that may be charged by account custodians.*
Gilbert Location