A complete list of active advisors currently associated with Robinson Capital Group

Warmer can help you find a great advisor at Robinson Capital Group or one who fits your needs even better.

Robinson Capital Group provides fee-only investment management to individual and institutional clients, including pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm delivers discretionary portfolio management and works with clients to establish written investment policy statements that set asset-allocation, risk tolerance, and investment restrictions. The firm employs an in-house, fundamental research process and a value-oriented investment style, seeking companies trading below assessed fair value and favoring low portfolio turnover. Portfolios are managed with a portfolio-level, risk-adjusted focus that emphasizes diversification across money market funds, fixed income, and equities and that may include large domestic names as well as select small-, mid-cap, and international positions. Noteworthy features include the firm’s active work for institutional clients alongside individual accounts, a practice that is less common among independent advisors of this type. The firm also documents formal compliance controls and a code of ethics (including routine reporting of employee trades) and discloses a trade allocation policy that can result in employee and client executions being handled differently.

To learn more about the advisors currently working at Robinson Capital Group, 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
Harvey Robinson	Dayton, MD	6

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