Rockefeller & Co., Inc.

Rockefeller & Co., Inc. is a global asset management and investment advisory firm that provides investment management services and wealth advice to institutions, foundations and endowments, nonprofits, ultra-high net worth individuals, trusts and families.With responsibility for approximately $18.3 billion in client assets under advisement,* Rockefeller has grown from its roots as the Rockefeller family’s private investment office into a diversified global financial services firm. We are bottom-up investors who aim to find the most attractive opportunities for our clients, without geographic limits. Our diverse relationships span the globe. The company offers several areas of expertise including: asset management, investment advisory, family office services, alternative investments, trust company services, and wealth planning. Rockefeller’s investment strategies encompass equities, balanced, fixed income, alternatives and asset allocation. *As of December 31, 2017. This number includes net assets under management of approximately $12.7 billion plus approximately $5.6 billion in advisory assets. Advised assets represent non-managed assets that receive services, such as consulting for open architecture programs or other non-managed investment assignments.