A complete list of active advisors currently associated with Robertson Investment Management

Warmer can help you find a great advisor at Robertson Investment Management or one who fits your needs even better.

Robertson Investment Management advises a broad client base that includes individuals and families (including high‑net‑worth clients), trusts, pensions, corporations and, less commonly for firms of its size, banks and thrift institutions. The firm offers discretionary and non‑discretionary portfolio management, financial planning, family office services, corporate finance and private placement opportunities, and it also provides access to third‑party investment managers. RIMCO manages both liquid and illiquid solutions and runs multiple equity products — including All‑Weather Growth, Concentrated Equity, Dividend Growth and an options‑based “Gamma” income sleeve — while stating a typical investment horizon of three to five years for its equity strategies. The firm combines fundamental, technical and cyclical analysis, and supplements its in‑house capabilities with third‑party managers such as Howard Capital Management, AQR and TPG for specific client mandates and strategies. Distinctive features relative to many team firms include broker‑dealer affiliations and registered representatives among its advisers (Network 1 Financial Securities), strategic banking and trust partnerships (Fieldpoint and Cadence) that support private banking and corporate trust services, and an active role in arranging private placements (including participation in TPG Sports offerings). Robertson also discloses relationships with and services for other investment advisers, occasional use of wrap account arrangements through its clearing relationships, and a public profile reflected in past industry rankings and a nationally syndicated program.

To learn more about the advisors currently working at Robertson Investment Management, 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.