Round Rock Advisors LLC

Round Rock Advisors LLC is a registered investment advisor established in April 2017 and located in Wilton, CT. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Round Rock operates as a Limited Liability Company (LLC) and is owned and operated by Bert T. Bowler and Craig Jensen. The firm's investment strategy focuses on providing customized investment solutions through continuous personal client contact, offering discretionary and non-discretionary investment management, and financial planning services. Round Rock may recommend the use of independent managers for client portfolios and may retain legacy investments based on portfolio fit and tax considerations. The firm primarily employs fundamental analysis in developing investment strategies and utilizes diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, alternative investments, and options contracts to meet client needs. Round Rock does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client funds except for authorized fee deductions. Clients have the option to engage Round Rock on a discretionary or non-discretionary basis, and the firm does not share client information for marketing purposes. For more information, clients can contact Round Rock at (203) 920-4774 or visit their website at http://RoundRockAdvisors.com.