A complete list of active advisors currently associated with Rabkin Advisors LLC

Warmer can help you find a great advisor at Rabkin Advisors LLC or one who fits your needs even better.

Rabkin Advisors LLC provides discretionary portfolio management primarily to individual investors, including IRAs and self-directed 401(k)s, and also accepts trusts, estates and small-business pension clients. The firm operates as a single-advisor practice managing about $7.0 million across a small roster of clients, which supports individualized investment plans and client-imposed restrictions. The firm’s investment approach emphasizes selecting well-established companies that pay and regularly increase cash dividends, with attention to dividend-growth potential and regular share repurchases, and it seeks diversification across equity and fixed income holdings. Portfolios are monitored continuously and managed to grow income over time, with recommendations tailored to each client’s stated objectives and risk profile. Distinctive features include the combination of a very small client base with a specialized dividend- and buyback-oriented strategy and a willingness to provide 401(k) fund selection and employee education to small employers without a minimum plan size. The firm maintains a written Code of Ethics despite not being required to, engages in block trading when appropriate with cost savings passed pro rata, and generally leaves proxy voting authority with clients while complying with applicable state custody rules.

To learn more about the advisors currently working at Rabkin Advisors LLC, 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.