Robinson Investment Group Inc

Overview

Robinson Investment Group Inc is a small, equity-focused advisory firm that delivers portfolio management services to individual and family clients and small businesses. The firm operates under a percentage-of-AUM fee model and has been SEC-registered since the mid-1990s. Its stated practice centers on discretionary portfolio management for private clients, with a clear preference for liquid, exchange-traded equity exposures as the core of client portfolios. The firm is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor. Management appears to run concentrated, tradable equity sleeves alongside reserved allocations to income and alternative strategies. Given its client base and size, Robinson Investment Group Inc is likely to mix model-driven ETF and individual-stock strategies with customized allocations for high-net-worth households that require tailored income or legacy planning solutions.

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