A strength of the steward is the longest-tenured portfolio managers’ average asset-weighted tenure of 15 years at the firm, bringing a wealth of experience to the table. The firm stands out from a cost perspective for its open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, the firm's fees on its funds are in the second cheapest quintile of its category. Despite other redeeming qualities as a firm, Rockefeller has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
Rockefeller has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.