Rockledge Partners provides value-oriented, discretionary investment management services for individuals, partnerships, corporations, trusts, and non-profit organizations. Founded in 2003 and based in Easton, Maryland, the firm focuses on fundamental research, independent analysis, and a long-term investment horizon. Rockledge builds portfolios primarily using common stocks and investment-grade fixed income securities, emphasizing capital preservation and seeking companies with owner-operator management teams. Wayne H. Shaner serves as the sole owner and managing member. Client portfolios are actively monitored and managed according to specific investment mandates established at the start of the relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
Fees are negotiable based on client needs, account inception dates, and overall financial condition.