Welcome
Asset mangement and financial advisory services
Asset management services are based on the individual goals, objectives, time horizon and risk tolerance of each client
Welcome
Established in 2018, Stag Rock's investment approach is founded on bottom-up research, aiming to identify companies with strong fundamentals and rewarding valuations. Stag Rock builds investment portfolios through a combination of investments. These may include equities, fixed income, Exchange Traded Funds (ETFs), real estate funds (including REITS), mutual funds, non-U.S. securities and private placements.
About Us
Reed P. Foster, CFA, CPA
Reed is currently the Portfolio Manager at Stag Rock LLC, where he manages investment portfolios for individuals and conducts independent investment research.
Additionally, Reed is a fractional CFO for Stag Rock CPA, PLLC where he provides financial guidance to small businesses.
His previous experience includes working as an Investment Banker at Moelis & Co. in New York City, a Portfolio Manager at Palladium in Norfolk, VA, and an F/A-18 pilot in the US Navy, where he graduated from TOPGUN and served as a Strike Fighter Tactics Instructor.
Reed holds a Master of Accounting from UNC Chapel Hill, an MBA from William and Mary, and a BS in Systems Engineering from the US Naval Academy. He is also a CFA charterholder and CPA.
Additionally, Reed is an international cargo pilot and a craftsman, creating custom metal and wood furniture and home decorations through his business, 757 Chops
Contact Us
Stag Rock, LLC
1340 N. Great Neck Rd
STE 1272, PMB 143
Virginia Beach, VA 23454
+1.757.769.1919
Disclosures
Stag Rock LLC, is a registered investment adviser in the State of Virginia, Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
THIRD PARTY RESEARCH DISCLAIMER: Third party research is provided for information purposes only and has not been prepared by Stag Rock LLC. The information contained therein is based upon sources which we believe to be reliable, but no representation, express or implied, is made with respect to the accuracy, completeness or reliability of the information or opinions in the reports. Nothing therein shall be construed as an offer or a solicitation of an offer to buy, sell or otherwise engage in a transaction in the securities or strategy described in the report. The report is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and particular needs of any specific person. Past performance is not a guarantee of future results.
PERSONAL DATA NOTICE: To the extent that we receive any personal data in this email, we will use that personal data in accordance with our Privacy Policy.
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