Robertson Investment Management

Overview

Robertson Investment Management is an independent registered investment adviser organized as an LLC that provides fee-based portfolio management and financial planning primarily to individuals, families and small institutions. The firm is SEC-registered (registration effective in 2021) and charges clients on a percentage-of-assets-under-management basis. In addition to advisory services, firm personnel engage in broker-dealer registered representative activities and insurance product distribution. Client segmentation tilts toward private individuals and family relationships while also servicing institutional accounts. Robertson reports a clear preference for equity-oriented strategies and supplements core portfolios with third-party alternative fund allocations. The firm is not positioned as a capital allocator or pension consultant and does not identify as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices