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.
“Mike is local (Clyde Hill based) and works with Robertson Stephens Wealth Management. He has been our advisor for several years now – we moved our money to him from Morgan Stanley a few years back, and have been delighted by several things:
– Mike and his team are world-class in every way, great with customer service and support, and with security.
– The financial plan the Robertson Stephens team developed for/with us is highly customized to our situation and can change as our needs change.
– We’ve been very impressed with the Chief Investment Officer, Stuart – who we’ve met a few times now when he’s visited Seattle – he has a strong history and track record and team – and we like that he and his team have helped drive the core investment strategies that then get tailored to our specific needs.
– Mike and Robertson Stephens have gotten us access to some very attractive private investment vehicles that we would not have had access to with other advisors or had we been managing our money on our own.
– I like their online tools – they are better than most other financial advisor’s sets of online tools – which I like as it helps me track investments across my entire balance sheet, including legacy private assets.
I’ve known Mike since 2010 – the year we moved to Bellevue – and know him to be high integrity and very invested in his clients and the community.”
– Steve M.
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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.
