Wealth Management

Wealth Management and Active Portfolio Strategy

Steve and his team recognize that a "buy and hold" investment approach can sometimes amount to "buy and hope". They believe that different stock market climates call for different approaches to portfolio management. Sometimes it is time to go on the offense, and sometimes it is better to "play defense". As a Registered Investment Advisor, Steve Robbins, Inc. focuses on wealth accumulation strategies when the market is doing well. When it is not, the focus is on wealth preservation. In all markets, Steve Robbins, Inc. employs a disciplined sell process to potentially reduce risk and preserve assets*.

The Steve Robbins team can help you invest your retirement assets for long-term financial independence using this proactive asset allocation plan.* In other words, they do not recommend buying and holding all investments. The team believes that a key element to growing your investments over time is to take action designed to preserve your wealth in financial bear (down) markets. While Steve believes that diversification is an important investment concept, he and his team realize that diversification alone does not prevent portfolio losses like many investors experienced in the prolonged bear market of 2000-2002 or the more recent bear market that began in October of 2007. To learn more about our active portfolio management strategy,  click here.

If you have investable assets from an Individual Retirement Account (IRA), Simplified Employee Pension (SEP), 401(K), 403(b), 457, Thrift Savings Plan (TSP), Trust/Joint/Individual Account, Bank Certificate of Deposit (CD), Bonds maturing, or have a lump sum option available with your company pension, call us at (314) 839-4600 for a no cost, no obligation review to determine if your current investments are in line with your goals, income needs and expectations.