A complete list of active advisors currently associated with Robinson Global Investment Management LLC

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

Robinson Global Investment Management LLC is a fee-only registered investment adviser that provides discretionary portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages a concentrated set of client relationships, administering roughly $58.7 million in discretionary assets across a small number of accounts. The firm constructs diversified portfolios using mutual funds, ETFs, fixed income and equities and develops a written Investment Policy Statement for each engagement, applying a mix of fundamental, quantitative, technical and cyclical analysis. While most of its allocations rely on traditional vehicles, the firm also discloses that it may recommend and use derivatives (for example, options and commodity instruments) in separately managed accounts as part of its tactical and risk-management toolset — a capability that is uncommon among similar small advisory practices. Distinctive features include the firm’s concentrated client base and that all reported assets are managed on a discretionary basis, which results in relatively high assets per client and direct advisor involvement in portfolio oversight. The brochure also discloses that a principal maintains a substantial academic role directing and teaching in a financial planning program (up to roughly half of a workweek), a time commitment the firm identifies as a potential conflict that prospective clients should consider.

To learn more about the advisors currently working at Robinson Global Investment Management 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.