Thank You for Voting Us #1 for Financial & Investment Advice In North County for 2016*
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.

Consultation

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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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment Advice offered through Steve Robbins, Inc., a Registered Investment Advisor. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Steve Robbins, Inc. only transacts business in states where it is properly registered (currently Illinois, Missouri and Texas), or is excluded or exempted from registration requirements. Information on this website is directed toward U.S. residents only. 
Information on this website is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
The content of this website should not be construed as legal, estate planning, or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law.
Articles in the Information section of the website were prepared by a third-party journalist who is not affiliated with Steve Robbins, CFP. Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.

*We were the recipient of the Best of North County Award for financial and investment advice in 2016. As voted by over 4000 residents and Community News readers in the following zip codes: 63031, 63033, 63042, 63135, 63136, 63138, 63032, 63034. The Community News ran this annual voting process for eight consecutive weeks in January and February 2016.