Mark Cool, Portfolio Manager and Principal, Tyler Kocon, Portfolio Manager and Principal, Split RockMark Cool, Portfolio Manager and Principal, Tyler Kocon, Portfolio Manager and Principal
When it comes to creating a robust investment portfolio amidst a bear market, there is no substitute to long-standing market experience. An investment advisory firm best knows which stocks and bonds to pick and invest in, having navigated multiple bear markets and created successful portfolios that landed lucrative returns for investors.

Founded in 2010 by Mark Cool and Tyler Kocon, two seasoned investment advisors with over two decades of industry experience is Split Rock Private Trading. The firm is a Registered Investment Advisor (RIA) that provides investors– individuals and business owners–with retirement savings planning, financial planning, and tax planning services, along with managing investment portfolios on a discretionary basis. It also takes pride in its ability to weather the storms and create wealth for every client it works with.

“We have successfully tackled multiple market downtimes head-on. We understand the value of being defensive in a bear market, and focus on the history of the stock market and its performance through past market volatilities to help make clients’ portfolios survive times like these. If we can take care of the downside for our clients’ portfolios, the upside will take care of itself,” says Cool, portfolio manager and principal of Split Rock Private Trading.

A more conservative firm that has protected its investors in bear markets, Split Rock is instrumental in guiding clients to make the right investment decisions during present market downtimes. Split Rock is taking the “tortoise and the hare approach” to help clients in this volatile market. Instead of blindly following speculations and the news, the firm remains defensive in finding investment opportunities that may not seem attractive but can preserve wealth.
Split Rock’s approach to managing clients’ investments on a discretionary basis is also paramount to its success in the bear market. It proactively makes changes to portfolios and secures investor wealth without waiting for the client’s response when sudden market turbulence occurs.

Every investment advisor at Split Rock is capable of a top-level view of the investor’s hard-earned money and the condition of their 401(k) retirement savings plan. Seeing the big picture enables them to work smart to enhance investor profiles by adding consumer staple stocks, healthcare stocks, and real estate investment trusts.

“Instead of just chasing returns, we ensure client’s wealth does not suffer bigger shocks when the market disrupts,” says Kocon, portfolio manager and principal of Split Rock Private Trading.

In every client engagement, Split Rock Private Trading maintains open communication, engaging a personal touch when speaking with clients. Onboarding starts with a two-way interview, where both investor and advisor have a chance to get to know each other and test a working relationship. Post engagement, the firm maintains regular communication through emails, calls, and face-to-face meetings, to support clients with every need.

Instead of just chasing returns, we ensure client’s wealth does not suffer bigger shocks when the market disrupts


Split Rock Private Trading believes in quality over quantity when choosing investors and acts as their asset managers to provide optimum services. It currently manages $180 million worth of investments, leveraging the expertise of its experienced advisors, who work tirelessly to provide the best asset management services. The firm also aspires to expand their repository of advisors by adding the best talents in the industry, making it well-positioned to provide top-notch advisory services to more investors looking to secure good returns even during a bear market.