The Robinson Private Client Group serves as an independent, third party fiduciary advisor to healthcare systems, continuing care retirement communities, family offices, insurance companies, corporations, educational institutions, public and private foundations and endowments.
The Robinson Private Client Group offers fiduciary investment advisory services to all types of defined contribution and defined benefit plan sponsors
“It's not just about the dollars; it's about the dreams attached to the dollars.”
Today, individuals and families face an abundance of financial, economic, and investment related concerns. The once simple task of managing income, expenses, and investments has been made more difficult by continuous changes in the financial markets, evolving legislation, and the daunting array of investment vehicles, financial planning strategies, and advisory services now available.
At nearly every stage of life, finances must be managed by balancing today’s needs with an understanding that future goals—retirement, education, long term care, and legacy planning—will also require thoughtful preparation. Financial and investment questions, large and small, are certain to arise along the way. At times, the significance and complexity of these decisions can paralyze even the most experienced investor. There are no simple answers; however, at heart, team members are problem solvers—working to help develop tailored investment and financial planning strategies for clients, instead of finding clients to fit our strategies.
An athlete’s career is generally unpredictable and often has a relatively short lifespan. With that in mind, our focus is on helping construct an investment, financial planning, and risk‑management program that addresses the dreams and goals that drive the athlete. Today’s landscape also includes Name, Image, and Likeness (NIL) opportunities, and we work with athletes across the full spectrum—from navigating their first NIL deal and establishing a solid financial foundation, to managing complex investment and planning needs at the highest professional levels, to supporting those who are preparing to hang up their cleats and transition into life beyond competition.