A complete list of active advisors currently associated with P.F. Roberts & Associates

Warmer can help you find a great advisor at P.F. Roberts & Associates or one who fits your needs even better.

P.F. Roberts & Associates provides fee‑based investment advice to individual investors as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and corporate or other business clients. Services include portfolio management with an emphasis on income‑oriented securities, 401(k) pension consulting for plan sponsors, and as‑needed research, planning and transaction facilitation. The firm combines fundamental and technical analysis and employs a range of strategies—long‑term buy‑and‑hold, short‑term trading, short sales and option writing—to meet client objectives. It may use borrowing/margin and derivatives in separately managed accounts and manages a substantial portion of assets on a non‑discretionary basis while accepting discretionary authority when agreed. Noteworthy distinctions include providing pension consulting and serving corporate and institutional clients in addition to individual investors, a mix less common among similar independent advisers. The firm discloses significant personal holdings in a public company and maintains a policy to avoid advising clients on that security, and it provides regular Morningstar performance reporting and daily reconciliation of custodian records.

To learn more about the advisors currently working at P.F. Roberts & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.