Rockfleet adds new asset allocation technology and scales ActiveAllocator go-to-market initiatives.
NEW YORK, October 1, 2019 (Newswire.com) – Rockfleet Financial Services, Inc. (Rockfleet) and ActiveAllocator Group LLC. (ActiveAllocator) announced today an agreement to deliver asset allocation and portfolio construction methods to mutual prospects and clients.
Rockfleet serves as Placement Agent to ActiveAllocator, introducing potential qualified investors, preparing marketing materials, formulating a targeting strategy, organizing roadshows, and assisting in negotiations.
This agreement gives Rockfleet access to new and assorted portfolio construction and computer science-based optimization capabilities. These competencies assist evaluating the impact of integrating a wide variety of asset classes including actively managed funds, passive index funds and ETFs as well as alternative investments such as hedge funds, managed futures and private debt within client portfolios. It also allows it to participate in increases in ActiveAllocator’s equity valuation. Rockfleet expects to deploy ActiveAllocator technology across its broker-dealer platform shortly.
For ActiveAllocator, the alliance brings Rockfleet capital to scale potential growth, acquire new customers, M&A and continued build on external orientation.
Said Catherine Corrigan, CEO of Rockfleet, “Our relationship with ActiveAllocator further enhances the choices we provide to discerning institutions and individuals who demand performance, accountability and transparency in achieving their financial goals. As we broaden and deepen our firm, this technology will provide our clients better portfolio look through and recommend adjustments that we believe will improve investment results.”
Brian Jones, ActiveAllocator’s co-founder, said, “We’re excited to deepen our relationship with Rockfleet. Not only do they provide us with capital markets and strategic advice, they have a topnotch team and a sterling reputation in the industry as a technology innovator. We think it’s a great match and look forward to a long fruitful partnership.”
Rockfleet Financial Services, Inc., a financial services firm, serves clients nationally through its brokerage, advisory, and investment banking businesses. The company’s brokerage division offers investment products and services specifically designed to address the needs of institutions and high net worth and affluent individuals. The company’s investment bank division provides securities products, advisory services, and market commentary. Rockfleet is headquartered in New York, New York.
For more information on Rockfleet, please visit www.rockfleetfinancial.com.
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities. It is the world’s first portal that seamlessly integrates traditional, illiquid and lternative investments within portfolios. A FinTech, it helps investors analyze existing allocations, discover inefficiencies and create bespoke portfolios in minutes.
For more information on ActiveAllocator, please visit www.activeallocator.com