July 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh was featured in Financial Planning to discuss ‘Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle.’ “When we are onboarding a vendor, we want to make sure their cybersecurity policy is consistent with our needs and with what we have promised to deliver to our clients. So that’s kind of the starting point,” said Chugh. “The one drawback is that this does add time to onboard a vendor to our systems. But as a risk mitigation strategy, it’s been well worth it.” Read the full piece here: https://tinyurl.com/3uc5kjsh
Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the Newsweek, USA Today, and FA Magazine rankings lists. See Awards Disclosures
Questions
How Does Robertson Stephens Manage Investments?
We build personalized portfolios based on your specific situation, including your risk tolerance, tax sensitivity, liquidity needs, and values. We use a disciplined approach that balances long-term growth strategies with short-term opportunities when they make sense. We continuously monitor your investments and adjust as needed, drawing on institutional-quality research and due diligence.
What Is Robertson Stephens’ Investment Philosophy?
Our investment philosophy focuses on protecting and growing your wealth through a disciplined, diversified approach that’s tailored to your specific situation — your risk tolerance, tax needs, and values. We blend long-term strategic investing with tactical opportunities when they make sense, using both public and private markets where appropriate.
Is Robertson Stephens Fee-Only, Fee-Based, or Commission-Based?
We work on a fee-based model, which means our compensation is tied to the assets we manage for you rather than commissions on products we sell. This aligns our interests with yours — when your portfolio grows, we do better too. The specific fee structure varies by client based on your situation and needs.
