ROBERTSON WEALTH

Robertson Wealth Management takes capital preservation seriously. Our first goal is to do no harm to your portfolio or to your ability to make potential profits when the time is right. While our primary goal is to avoid losses, we will be prepared when it is time to invest more aggressively... We keep learning, we keep improving. We have done that for 36 years. Our mission is to ensure our customers benefit from a long-term relationship with professionals who are dedicated to their financial health... Founded in 1994, we manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources.

Primary location: Houston United States