A complete list of active advisors currently associated with Roberts, Glore & Co.
Warmer can help you find a great advisor at Roberts, Glore & Co. or one who fits your needs even better.
Roberts, Glore & Co. provides fee-only investment advisory services to individuals (including high-net-worth clients), trusts, family offices, corporate pensions, and nonprofit organizations in both discretionary and non-discretionary arrangements. The firm manages roughly $938 million in client assets and offers tailored portfolio management alongside periodic financial planning and estate-related services. RGCO constructs customized portfolios across common stocks, bonds, cash equivalents, and a limited allocation to alternative assets, relying primarily on fundamental analysis (cash flow and balance-sheet metrics, profitability measures) and position-level valuation assessments. Portfolio reviews are conducted regularly and the firm typically uses mutual funds and ETFs when they believe passive exposure or diversification is preferable, while favoring mid- and large-cap equities and holding many fixed-income positions to maturity unless circumstances change. The firm’s brochure discloses an uncommon sub-advisory role, providing non-discretionary investment advice to clients of another registered adviser (Tilden, Loucks & Woodnorth) and receiving compensation directly from that adviser rather than from those clients, a practice that places RGCO in the “other adviser clients” category. RGCO also documents a relationship with a broker-dealer (LaSalle St. Securities) through which it routinely recommends or executes trades and notes financial planning services that explicitly address insurance, reflecting an insurance broker/agent affiliation that is less common among peer team firms.
To learn more about the advisors currently working at Roberts, Glore & Co., 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.
Name |
Location |
Years of experience |
|---|---|---|
Deerfield, IL
| 8
| |
Deerfield, IL
| 31
| |
Deerfield, IL
| 21
| |
Deerfield, IL
| 36
| |
Deerfield, IL
| 24
|
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