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.
Weekly Commentary
Week of May 03, 2026 – Weekly Economic Commentary
Jeanette Garretty
GDP growth and consumer inflation figures released last week for both the Euro Area and the United States effectively told a tale of two different economies — both at war but experiencing the conflict in dissimilar fashion. US economic growth seems quite solid (Jerome Powell’s words were “amazingly resilient”), with inflation once again a worrisome problem. European economic growth is barely moving the needle, though inflation is deceptively better controlled due to government energy price subsidies and temporary tax cuts. Policy differences are emerging as well; the European Central Bank (ECB) is possibly thinking that the Abominable Snowman of Stagflation lives in the Black Forest, and the ECB may move to slay the mythical beast with interest rate hikes in the near future. Needless to say, a Federal Reserve interest rate hike would be a poke in the eye of a fearsome dragon and is unlikely to happen anytime soon (never fear, reducing the Federal Reserve balance sheet could tighten monetary policy without provoking the beast.) A lack of coordination between central banks is not ideal and may serve to raise volatility in global bond and foreign exchange markets. Nevertheless, as geo-political tensions proliferate and the blockage of the Strait of Hormuz continues, countries will be forced to address very specific and politically unique economic stresses. Variety can be the spice of life, yet it can also introduce unexpected chaos.
Data to Watch
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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.
More from Robertson Stephens
Market Leadership Rotates as Small Caps Gain and Tech Slips
Market leadership rotated as small caps and value beat tech, Treasury yields fell below 5% and housing weakened further. Stuart Katz on what it means.
The Jimmy Buffett Estate Debacle: A Lesson in Choosing Co-Trustees
The Jimmy Buffett estate fight over a $275 million marital trust shows how co-trustee plans break down, and what families can build in to prevent it.
Economic Commentary: Suppress Your Excitement
Economists view moves to suppress the inflation index as temporary. Jeanette Garretty on why real affordability means cutting structural costs, too.
Disclosure and Source
Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), 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 Wealth Management, LLC 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 Wealth Management, LLC 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 Wealth Management, LLC. 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 Wealth Management, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens Wealth Management, LLC’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens Wealth Management, LLC’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2026 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens Wealth Management, LLC is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. A3295
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