Rocket Capital's Performance




*See notes to performance data below.

Rocket Capital Management is a Wayzata, Minnesota based registered investment advisor. Rocket Capital, the entity, was formed in July, 2003, and has a history of managing money in its current style that goes back to 1989. Rocket Capital Management has formally accepted the CFA Institute Code of Ethics.

Our management style, local access, and history in the Twin Cities area are a unique combination that fills the demand for investors with growth stock allocation needs. We currently manage approximately $17.1 million in individually managed accounts and an investment partnership.

Rocket Capital currently manages accounts with the following Brokers/Dealers:

  • RBC Wealth Management
  • UBS
  • Wachovia
  • Feltl and Company
  • Northland Securities
  • Stifel Nicolaus

Types of accounts:

We work with the following types of accounts:

  • Individual Cash Accounts
  • IRA Rollovers
  • IRA
  • SEP IRA
  • Profit Sharing Plans
  • Money Purchase Plans
  • High net worth investors
  • Most other investment accounts

The information concerning the stocks contained herein should not be construed as a recommendation to buy or sell them in your individual investment accounts. The opinions expressed are those solely of Rocket Capital Management, LLC. *Notes to performance data: The SCG Composite was formed 01/01/03. SCG Composite performance gross of management fees, wrap fees, and before taxes. Returns for the SCG reflect an GIPS style composite. Composite consists of 80 portfolios with a total value of $6.8 million. Composite assets represent 38% of AUM. Standard deviation of composite returns for the third quarter was 0.21%. These returns are not indicative of future results. Assets are reported in U.S. dollars. 2, 3, 5-year and returns are calculated on an annualized basis and are trailing returns. ITD returns are annualized. Current performance may be higher or lower than the performance data shown. The SCG composite is comprised of all client accounts managed primarily by J.D. Hurd and Michael R. Lippold while doing business as Hurd Growth Advisors at Prudential Securities from 1/1/03-6/30/03, as J.D. Hurd's individual retirement account managed by J.D. Hurd and Michael R. Lippold from 7/1/03 to 12/31/03, as Rocket Capital Management LLC from 1/01/04 to 11/30/05 managed by J.D. Hurd and Michael R. Lippold, and as Rocket Capital Management LLC managed by J.D. Hurd and Brett Johnson from 11/30/05 to the present. Please contact us for further information regarding composite calculations and construction.

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Copyright © 2004 Rocket Capital Management, LLC