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Managing Your Wealth

Wealth Management Through An Active Portfolio Strategy

STEVE ROBBINS, CFP® recognizes that a "buy and hold" investment approach can sometimes amount to "buy and hope." We 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." This is why we suggest active portfolio management for our clients.

Market-Tailored Accumulation

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.


Being Proactive

Our team can help you invest your retirement assets for long-term financial independence using this proactive asset allocation plan. In other words, we do not recommend buying and holding all investments. We believe 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 we believe that diversification is an important investment concept, our team realizes 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.

Hands-On Management

Portfolio management services are available for those with assets of $50,000 or more. Our average client is someone who has worked hard over the years to save in their company retirement plan and is looking for more hands-on management in an effort to assure their hard-earned savings last throughout their lifetime. Contact us to discuss the benefits of an active portfolio.

There is no guarantee that active asset management will outperform a buy and hold approach to investing.  Investing involves risk including the potential loss of principal. No investment strategy can guarantee or protect against loss in periods of declining values. Past performance is no guarantee of future results.

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