Robertson Stephens

Robertson Stephens has origins in San Francisco, California, and rapidly grew into one of the more storied and successful investment banking firms in the financial services industry. Focusing primarily on technology companies, Robertson Stephens had deep roots in Silicon Valley and helped underwrite and bring to market some of the most recognized and enduring firms of the ’90s. Names such as Pixar, E-Trade, Mapquest, Sun Microsystems, Seagate, and others whose rise epitomized the booming growth economy of the 1990s. Building on that legacy we are a privately-held, boutique wealth management firm today servicing entrepreneurs, business owners, executives, family offices and institutions. We pride ourselves in our values of integrity, collaboration, innovation, and transparency. Those values drive a highly personalized client experience that combines the high touch of a specialized firm with deep and extensive resources. The clients have access to institutional-quality public and private investment solutions, comprehensive financial planning, and cutting-edge technology, all within a fiduciary relationship that you deserve.

Monday: 9:00am to 5:00pm
Tuesday: 9:00am to 5:00pm
Wednesday: 9:00am to 5:00pm
Thursday: 9:00am to 5:00pm
Friday: 9:00am to 5:00pm

Twitter: @rswealthadvisor

Instagram: https://www.instagram.com/robertsonstephens

Languages: English

Tags: fiduciary, private investments, family office, Registered Investment Advisor, RIA, high net worth, very high net worth, ultra high net worth, foundations, financial advisors, independent advisors, alternatives, boutique investment manager, Retirement, Estate Planning, Investing, Robby Stephens, financial advisor, Independent RIA, RIA Acquirer, Benefits of joining an RIA firm as a financial advisor, How to evaluate opportunities at independent wealth management firms, What to look for in an ideal wealth management firm culture, Tips for choosing the right wealth management firm for your practice, Questions to ask when interviewing at a wealth management firm, How financial advisors can maximize growth opportunities at a new firm, Critical factors in selecting a wealth management firm partner, How to transition clients when moving to a new wealth management firm, What makes Robertson Stephens a top destination for financial advisors, Robertson Stephens advisor training programs and professional development, Work-life balance for advisors at independent wealth management firms, Technology platforms offered at leading wealth management firms, Comparing compensation models at different wealth management firms, Why join an RIA vs starting your own RIA firm, Integrating into the culture of an established wealth management firm, Succeeding as a new advisor at an RIA

Specialties: Investment Fiduciaries, financial planning, public investments, investor technology, Private investments, Wealth planning, RIA, RIA Buyer

Brands: Robertson Stephens

Services: Independent unbiased advice, comprehensive Independent unbiased advice, comprehensive planning, institutional investments, intelligent digital solutions planning, institutional quality investments, intelligent digital solutions

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