Testimonials provided by current clients of Robertson Stephens. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.
“I have enjoyed a close working relationship with Mike Tierney for over a decade. While my husband has been primarily involved with managing our family investments, he has encouraged me to deepen my understanding of financial markets. Mike has been an excellent coach, and I have learned a lot about investing from him. He engenders a sense of trust and answers all of my questions thoroughly. He has provided me with a sense of empowerment that I could manage the family finances if necessary.”
– Client of over 10 years
“Mike has been my financial advisor for over 15 years. I consider myself a moderately sophisticated investor and find Mike very knowledgeable about financial markets, responsive to my needs, and always pleasant to work with. He has helped me construct a well-diversified financial portfolio tailored to my investment objectives and my tolerance for risk. He has also brought my attention to several investment opportunities I would have otherwise not been aware of.
I have previously worked with financial advisors who were employees of large banks or brokerage firms. I grew increasingly uncomfortable with those relationships because of the structural conflicts of interest inherent when the financial advisor is not completely independent of the product sponsored by his firm. Mike is not conflicted in this regard, which gives me a greater sense that he always acts in my best interest.”
– Client for over 15 years
“Michael Tierney has been my family’s financial advisor for many years. Throughout that time, Mike has always been professional and attentive. I genuinely believe that Mike cares about my family’s future and financial well-being. Life has presented us with many challenges and Mike has been there to help us navigate the difficulties. I would not hesitate to recommend working with Mike Tierney.”
– Client of over 10 years
“There is truly no better financial advisor. Mike Tierney is a paragon of ethics, insight, warmth, and generosity. He is an incredible resource and a brilliant font of information. He is also an excellent researcher. I would be bereft without his guidance.”
– Client of over 10 years
“Mike has been our family’s financial advisor for over fifteen years. He has taken the time to get to know all the members of our family. He understands risk tolerance, is responsive, and provides informative and educational advice. Many advisors are employed by financial services firms and recommend their own firm’s investment products. Mike is an independent advisor and fiduciary, untethered to any such pressure. His unbiased agility and experience have resulted in steady returns and loss mitigation during downturns. I highly recommend Mike.”
– Client of over 15 years
“I’ve always believed the designation of trusted advisor is earned over a period of time, based on a fiduciary’s collaborative application of knowledge and experience, giving of counsel and advice, listening and understanding the client in their entirety: their values, needs, fears, goals, and aspirations. Having worked with J. Michael Tierney for close to three decades, I can attest to his being my trusted advisor on matters great and small, and I appreciate his ability to answer my financial — and life questions at my level of understanding, with sensitivity and patience. I sleep better at night with my trusted advisor onboard.”
– Client of over 25 years
“When I selected Mike Tierney (and Robertson Stephens) several years ago to assume responsibility for helping me manage my assets, I did so based on the recommendation of a friend whose judgment I trusted (who already had retained Mike), the reputation of the firm, and my decision to go with someone where I would be dealing directly with the advisor, not some large organization where I would be relegated to a junior officer for most of my interactions. What a smart decision I made. Mike continues to be a knowledgeable and thoughtful student of the market, a patient and available advisor, and a willing participant in regular and frequent conversations about the decisions that need to be made, the likely movements in the market, and the best way to achieve my (personal) goals. On top of that, he is a pleasure to deal with, always responsive to my concerns and needs, and his support staff carries out my requests and effects transfers/payments/analyses, etc., promptly as I request them. This may sound like hyperbole, but to my great pleasure, it is all fact.”
– Client of 4 years
“Michael Tierney and his daughter Grace have been a breath of fresh air in handling our client’s matters, and I am pleased to provide this testimonial on their behalf.”
– Client of 2 years
“We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us.
On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters.”
– Client of over 15 years
Disclosures
Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any Investment decisions. The information contained herein was carefully compiled from sources believed to be reliable, but Robertson Stephens cannot guarantee its accuracy or completeness. Information, views and opinions are current as of the date of this presentation, are based on the information available at the time, and are subject to change based on market and other conditions. Robertson Stephens assumes no duty to update this information. Unless otherwise noted, any individual opinions presented are those of the author and not necessarily those of Robertson Stephens. Indices are unmanaged and reflect the reinvestment of all income or dividends but do not reflect the deduction of any fees or expenses which would reduce returns. Past performance does not guarantee future results. Forward-looking performance targets or estimates are not guaranteed and may not be achieved. Investing entails risks, including possible loss of principal. Alternative investments are only available to qualified investors and are not suitable for all investors. Alternative investments include risks such as illiquidity, long time horizons, reduced transparency, and significant loss of principal. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2024 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.