About Us

What is the vision of Robinson Asset Management?

The vision of Robinson Asset Management is about a family-owned, conflict-free, independent financial advisory company steeped in the age-old tradition of what Wall Street meant years ago, but (in our opinion) has gotten away from: client first.

Are my assets safe through Robinson Asset Management?

Robinson Asset Management has affiliated with WFG Investments, Inc., a subsidiary of the WIlliams FInancial Group, that operates as an independent, full-service, financial services firm that provides administrative and compliance support to independent advisors nationwide. At Robinson Asset Management, through WFG Investments, Inc, we have access to 3 of the largest, well-recognized custodians in the world, so our clients' assets can be held with a high degree of safety and security.

Will you still have the same technology, analytical services and financial planning software available to use?

Robinson Asset Management will still use the exact same sources of technical and fundamental research that we've been using for years. Most Wall Street research is readily available on the internet, as well as manager search, mutual fund, ETF's, alternative investment analytics. We also have access to state-of-the-art financial planning and asset allocation software.

Why do you think it's important to be independent?

In the last several years there has been a proliferation of financial advisors that have decided that the independent route was best for them for because many of the "safe" options on Wall Street turned out to not be safe at all. Many large Wall Street firms possibly have become bloated with heavy cost structures and still have proprietary products or trading desks that may be profit centers for them and possibly don’t have the client first mentality. At Robinson Asset Management we wanted to break free from that model and be totally independent so that we can serve our clients with the best possible advice that is totally free of potential conflicts of interest.

What are your core values at Robinson Asset Management?

While we at Robinson Asset Management would never promise superior investment returns, we are committed to the highest standard of care and loyalty. We promise to never put our personal interests ahead of our clients. When selecting investments, we will act as the clients' agent, seeking some of the best investments at some of the best prices with full disclosure. Transparency, truth, trust and integrity are the core values at Robinson Asset Management. 

Is the timing right to be an independent financial advisor?

In our opinion Wall Street as we once knew it is gone forever and is completely different today than when our principal started in 1985. Some of the largest firms in the world don't exist or are no longer valid. The largest custodians in the world are now available to most independent advisors, so the question of safety of assets is answered. Research and technology is readily available and is more of a commodity than ever, so those questions are answered as well. Being independent, there should be no conflicts of interest or proprietary products, so maybe the real question should probably be: "Why isn't my financial advisor independent?"