About ROCKLINC Investment Partners

Investing with Discipline. Focused on Long-Term Value.

Founded by Jonathan Wellum, CFA, former Chief Executive Officer and Chief Investment Officer of Portland Investment Counsel.

ROCKLINC Investment Partners helps investors build and preserve wealth through disciplined value investing, fundamental research, and long-term portfolio management. ROCKLINC brings decades of investment management experience rooted in disciplined value investing. The firm’s research-driven approach focuses on identifying durable businesses trading below intrinsic value through fundamental analysis, disciplined capital allocation, and long-term ownership rather than short-term market movements.
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Core Principles

What Guides Every Decision

A disciplined approach built on insight, independence, and a focus on capturing opportunity while managing risk.

Insight

Navigating financial markets requires common sense, a sound economic philosophy, and a keen understanding of human behavior.

Trust

Our independence reinforces the alignment of incentives with clients to promote and ensure our role as trusted advisors.

Opportunity

As entrepreneurial-minded advisors, we emphasize independent and creative thought to boldly seize opportunities while minimizing risks.

About ROCKLINC

Founded by Jonathan Wellum, ROCKLINC Investment Partners is an independent investment management firm serving individuals, families, corporations, and charitable organizations. The firm believes successful investing begins with understanding the intrinsic value of businesses rather than reacting to short-term market movements. ROCKLINC’s investment approach is rooted in fundamental research, disciplined security selection, and long-term ownership of high-quality companies. Rather than attempting to predict market sentiment, the firm focuses on identifying durable businesses with strong balance sheets, capable management teams, and sustainable competitive advantages. This philosophy has remained consistent across changing economic and market environments.

Investment Philosophy

Long-term investment success is built through patience, discipline, and sound business analysis. ROCKLINC focuses on owning quality businesses at attractive valuations, emphasizing capital preservation while seeking sustainable long-term growth. Every investment decision is guided by research rather than market speculation.

Investment Approach

  1. Understand investment objectives.
  2. Conduct fundamental company research.
  3. Identify intrinsic value.
  4. Build diversified portfolios.
  5. Review and refine over time.

Who They Serve

ROCKLINC works with individuals, families, business owners, corporations, and foundations seeking disciplined investment management built around long-term wealth preservation and growth.

Leadership

Jonathan M. Wellum, CFA: Founder, President & Chief Executive Officer

Why Wealthion Selected ROCKLINC

ROCKLINC shares Wealthion’s commitment to independent thinking, disciplined investing, and long-term decision-making. Its consistent value-oriented philosophy and emphasis on fundamental research provide investors with a thoughtful alternative to short-term market-driven strategies.

Interested in learning more?

Connect with ROCKLINC to discuss your investment objectives.

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