At Roberts, Glore & Co., we are fiduciaries. This means we put you first: Our foremost goal is helping you succeed. We pay close attention to your unique circumstances, goals, and risk appetite to build a customized investment portfolio that helps you meet your financial needs for the long haul. And as your needs and goals change, we adapt accordingly.
Being fiduciaries also means that we put your financial interests before our own. We charge advisory fees based on the value of the investments we manage for you – not based on the number of transactions we execute for you. If your portfolio grows in value, our fee revenue rises with it; if your portfolio falls, so does our fee. This arrangement motivates us to steer clear of costly, bloated investment products – and to keep a laser focus on long-term outcomes in line with your objectives.