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Investing with Split Rock Directly
Come visit us at one of our physical office locations or contact one of our financial professionals directly through email or by telephone. By investing with us directly (as a Split Rock Private Trading & Wealth Management client) we are able to offer you an entire array of financial products and services. We run various specialized models including our 100%-equity Bakken & U.S. Energy Shale model, our Equity & Commodity Rotation Model, and our Fixed Income/Bond Model. We also run portfolio builder models which focus on growth, preservation, and/or stability based on a client's specific needs. We do have a  $100,000 firm minimum but if you don't qualify, don't worry, just check out the options below that allow you to invest with us with a much smaller initial investment. If you would like to learn more about investing with Split Rock, please talk to one of our professionals today. Visit the Contact Us page on our website to discover ways to get in touch with us.

Investing through an existing Interactive Brokers account
Interactive Brokers is an online brokerage firm based out of the United States. Split Rock is a separately managed account choice available on the Interactive Brokers platform. Any individual investor who already has an established relationship with Interactive Brokers (through their financial advisor or RIA) may choose Split Rock and invest with us directly inside of their own Interactive Brokers accounts. Contact one of our professionals if you'd like to know more about investing with us through your Interactive Brokers account.

Investing in one of our models on Covestor.com
Covestor provides asset management services with low initial investment minimums (currently a $5,000 minimum to invest with us through Covestor) and online convenience. Covestor allows account holders to invest in some of the finance industry's most successful money managers' strategies. An individual with a Covestor account is able to subscribe to our firm (Split Rock Private Trading & Wealth Management) and invest in one of our equity-only separately managed accounts. Covestor offers a simple and cost-effective way for clients to invest in one of our models even if they are not directly Split Rock clients. There are many ways to get started. If you need help or would like to learn more about investing with us through Covestor, contact one of their financial advisors or get in touch with one of our professionals to answer any of your questions.

Investing with us is easy!

Open an account with us here at Split Rock Private Trading & Wealth Management




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Investors who already clear through Interactive Brokers can invest in our equity-only models




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Covestor members can invest easily by searching for us on www.covestor.com

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Services Offered

  • Individual Investment Account
  • All types of IRA's
  • Pension/Profit Sharing
  • Solo 401k
  • Business (LLC)
  • Business (Partnership)
  • Business (Corporation)
  • Trust
  • Coverdell Education Savings

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