ROBINSON CAPITAL MANAGEMENT, LLC is a premier financial management firm that offers expert assistance and guidance to clients seeking to achieve their financial goals. Established in 1995, the firm has a team of experienced advisors who have a deep understanding of the financial world and are constantly updated with the latest trends and strategies. The firm takes a client-centric approach and emphasizes transparency, trust, and integrity in all their dealings.
How does the advisor help clients – Key Takeaways:
ROBINSON CAPITAL MANAGEMENT, LLC helps clients achieve their financial goals and navigate through the complex world of finance by providing customized and comprehensive financial planning services. These services include investment management, retirement planning, risk management, tax planning, and estate planning. The firm also offers specialized services such as divorce financial planning and business succession planning.
To ensure that clients are on track to meet their financial goals, the advisors at ROBINSON CAPITAL MANAGEMENT, LLC conduct periodic reviews and make necessary adjustments based on changes to the clients’ financial situation or market conditions. This constant monitoring and adaptation help clients stay on the path towards financial success.
Facts and Insights
ROBINSON CAPITAL MANAGEMENT, LLC has been in business for over 25 years and has developed a strong reputation for delivering excellent financial services and results. The firm’s success is evident from the assets under management, which grew to $1.5 billion in 2020. The firm has a dedicated team of 20 advisors and serves a diverse client base of high-net-worth individuals, families, and business owners.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $1.5 | 20 | 25 years |
| 2019 | $1.3 | 18 | 24 years |
| 2018 | $1.2 | 16 | 23 years |
| 2017 | $1.1 | 15 | 22 years |
Financial Services Offered
Investment Management: The firm assists clients in developing personalized investment portfolios based on their risk tolerance, financial goals, and time horizon. They also provide ongoing monitoring and management of investments to ensure they align with the client’s objectives.
Retirement Planning: ROBINSON CAPITAL MANAGEMENT, LLC helps clients plan and save for their retirement by analyzing their current financial situation, estimating future needs, and creating strategies to achieve those goals. The firm also offers guidance and support during the distribution phase of retirement.
Risk Management: The firm helps clients mitigate risks that could potentially impact their financial plan, such as market volatility, inflation, or unexpected life events. They provide solutions for insurance, long-term care, and estate planning.
Tax Planning: The advisors at ROBINSON CAPITAL MANAGEMENT, LLC work with clients to develop tax-efficient investment strategies and minimize taxes on income and assets.
Estate Planning: The firm helps clients protect and transfer their assets to their desired beneficiaries through various estate planning strategies, such as wills, trusts, and charitable giving.
Divorce Financial Planning: The firm offers specialized services to assist clients going through a divorce in managing their finances and ensuring a fair settlement.
Business Succession Planning: For business owners, the firm provides guidance and strategies for preserving and transitioning their business to future generations or new owners.
Client Types
ROBINSON CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including high-net-worth individuals, families, and business owners. The firm’s personalized approach allows them to cater to the unique needs and objectives of each client