Main Content
INTREPID INVESTMENTS
FOR A RAPIDLY EVOLVING WORLD
INTREPID INVESTMENTS
FOR A RAPIDLY EVOLVING WORLD
Fee-only investment management incorporating digital assets to protect
and grow your savings in the 21st Century
Who I Work With
Navigating the modern investment environment with you.
We believe the view of traditional advisors - to own more bonds as you get closer to retirement - no longer holds. That worked when bonds provided a yield and global debt levels were manageable. That is not the case today.
Hence, our goal is to partner with a small group of like-minded clients to help secure and grow your financial well-being.
At RockDen, we are the investment process. The focus is on you. Not on asset gathering.
Meet Asi de Silva, CFA
I started off my career on Wall Street as an equity analyst followed by over a decade at money management firms in New York and Connecticut. I then spent eight years at UBS in Asia advising hedge funds and mutual funds.
My passion is in investment and as you can see, I’ve spent 20 years in institutional money management with multi-billion dollar investment firms.
And that is why I am here now, taking my experience to a more rewarding level – to advise individuals like you.
More About MeProcess
How we work the process
1. Discovery
Our initial meetings will serve to thoroughly understand your values, needs and concerns. It is also the time for you to better understand RockDen’s philosophy and process and how that fits in with your goals.
2. Analyze and discuss risk
While we use standard industry risk‑profile questions, we pay particular attention to how you have reacted in past periods of market stress.
3. The financial plan
We will provide you with a holistic financial plan aimed at minimizing taxes, managing your cash flow and generally simplifying your financial life. It will show where you stand today and what is being implemented to work toward your goals. .
4. Portfolio implementation and ongoing management
The final step to the start of our partnership is to recommend and implement your investment portfolio with the appropriate risk parameters.
Insights
The Dispatch Newsletter
Weekly market and news updates
Market UpdatesBlog
In depth analysis of markets & assets
Presentations
Investors letters and longer
asset/market slides
Resources
Research services, blogs, pods & videos that help me
ResourcesLet's work together!
A 30 minute initial meeting is recommended if you like our approach and would like to discuss more details.