Robinson Nelson

Robinson Nelson is a small independent registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, business owners, and qualified retirement plans. The firm offers discretionary asset management, standalone financial planning, and ERISA plan services, and—like many independent advisers—charges asset‑based advisory fees for portfolio management.

Investment programs are tailored and documented through client profiles and investment policy statements, with portfolio construction and monitoring using a mix of fundamental, technical, charting, cyclical analysis and Monte Carlo planning; the adviser generally has discretionary trading authority and conducts quarterly reviews. For institutional clients, the firm provides pension consulting and plan‑level fiduciary services—acting as either a limited‑scope 3(21) adviser or, when engaged, a discretionary 3(38) investment manager—and excludes certain hard‑to‑value assets from ERISA engagements.

Compared with typical solo independent firms, Robinson Nelson’s service mix includes an uncommon emphasis on institutional retirement‑plan work and pension consulting for plans. The firm’s sole advisor holds CFP and CLTC credentials, maintains substantial outside employment in the healthcare industry and licensed insurance and real estate activities (which are disclosed and generate separate compensation), and the firm reported no client assets or accounts as of the latest filing—facts prospective clients may weigh when assessing experience and potential conflicts.