11/14/2017 An Inside Look at Rockefeller & Co. - Barron's i| \ » & we O ff ‘fi | Y) and their assets intact over several 4 Apple’s ‘Secular’ Problem, Per T Rowe i i —? . | generations and right through the - Price AI | \ =a *: ! | upheavals of history. se p Sl aren thy 5 - Shopping Day Madness! Why Investors eo Ly ; af i Any new clients will be dealing with Aren’t Crazy for Alibaba _ i | << a ) 4 i " Rockefeller Financial Services, the trade i se ‘Sq 4 (e- name of Rockefeller & Co. Some $7 billion SEE FULL LIST i i W 14 of Rockefeller Financial's $35 billion pile ¥ : ff = | are "assets under management ‘the rest Latest Market Videss mn | y are assets under advisement or | hai on] ye) 1 Rk 5 n a neers nj administration. Rockefeller provides its 1 Bitecoin: The ae a ik 298 clients either financial, trust, and tax World’s Most a es iia advice, and the like, or service through its Dramatic Bubble Z : portfolio-tracking product for wealthy Ever? —— - ie wee families, Rockit Solutions. Rockefeller offers financial products from 2 Barran's Bounce: " eur > Pe wi other firms but still believes in running its Barbie's Bargain 1 \te 4 oe ’ ee oo own funds in 10 core areas, such as Shares eS ee ee : _ Oo global equities and fixed income. David Pi & < =7| Reuben Jeffery Ill, Rockefeller Harris, Rockefeller's chief investment eS —— Financial's CEO Evan Kafka for officer, says large multinationals with their ‘ 3 zi Barron's . . ; 3 D.Live: Tapping triple-A ratings and mountains of cash Asia's Tech Boom need to be viewed as "the new sovereigns" during a period when government finances are deteriorating. The firm claims that its global funds are stars, but it keeps a lid on da - details. Prodded by Penta, Rockefeller reluctantly produced a "confidential" , performance sheet on its 10 core funds but barred us from publishing the results. We can confirm that out of 10 offerings, seven global-equity and small-cap funds have consistently outperformed indexes over long periods of time. O