Services

Institutions

For our institutional investors we offer an extensive array of equity and fixed income strategies that are customized for your long-term growth goals. Is there an Investment Policy Statement in place? Are the investments in keeping with stated parameters? When was the last time these assets were reviewed? Set an appointment so that we can review your organization’s investment goals.

Personal Investing

It all starts with our first meeting. There we will listen to your concerns, learn about your risk tolerance, understand your dreams, and build a strategy around it all. But it doesn’t stop there. Unlike some organizations that put a plan together for you and then stop calling, we seek to stay in considerable contact. We will review your account regularly to discuss how your strategy is performing and decide if any changes need to be made. We also want to know from you what may have changed in your life that may necessitate a change in your investment strategy. We believe that the path to a long and rewarding relationship starts with our first handshake.

Insurance Services:

Robinson Rose Insurance Services LLC is an insurance agency primarily offering clients Fixed Annuities and other Life Insurance products. These can be tools that are used as components of a client’s overall financial strategy. We have access to many insurance companies and will help select the insurance plan that best reflects your needs.