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Put us to work for your church, non-profit organization or company. Is there an Investment Policy Statement in place?

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Personal Investing

In today’s environment, you need a plan to help you achieve your financial goals. We are here to help.
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Robinson Rose
Capital Management LLC

Robinson Rose Capital Management LLC is a fee-based registered investment advisory firm. Our client focus includes individuals, non-profit organizations, trusts and estates, and for profit institutions. We specialize in building custom portfolios for clients who value a long-term investment approach. Our goal is to seek appropriate measures to responsibly grow client wealth, always keeping our interests in alignment. Our compensation is based on the value of client portfolios. We are firm believers in asset allocation and following a value-oriented investment discipline that we feel yields the best long-term results. Our client investment strategies are tailor made to reflect each client’s individual needs and concerns.

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