Newtown, PA Office

Roble, Belko and Company provides comprehensive wealth management to individuals, trusts, corporations, pension/profit‑sharing plans and charitable organizations, with a client base that skews toward larger households; the firm managed about $1.55 billion on a discretionary basis as of the firm’s most recent reporting. Its services include asset allocation and portfolio management, retirement planning, philanthropic planning (including use of donor‑advised fund relationships), and targeted solutions such as hedging and asset/liability work.

The firm implements a strategic asset‑allocation, core/satellite approach with defined target ranges for equities, fixed income and alternatives and allows tactical deviations when market conditions warrant; taxable accounts are managed with attention to after‑tax outcomes. Roble may employ non‑traditional strategies — including options, short sales and other derivatives for hedging, income enhancement or risk management — and places certain separately managed accounts with sub‑advisors that it monitors on an ongoing basis.

What is comparatively uncommon about the firm among peers is twofold: its brochure discloses an SEC administrative matter involving a firm principal related to conduct at a prior employer, and the firm uses derivatives within separately managed accounts and maintains explicit sub‑advisory arrangements to implement specific strategies. Combined with its multi‑advisor team model and emphasis on philanthropic planning and larger account relationships, these features shape a practice oriented toward complex, high‑net‑worth client needs.