Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“RSWM” or the “Firm”). RSWM is an investment advisor registered with the Securities and Exchange Commission. RSWM is a subsidiary of Robertson Stephens Holdings, LLC (“RSH”). Information about RSWM wealth management services and fee schedules may be found in the Firm’s Form ADV Part 2. The ADV Part 2 may be obtained directly from the Firm or at https://www.adviserinfo.sec.gov. Long Arc Capital LP is an affiliate of RSWM.
Past results are not necessarily indicative of future performance and are no guarantee against future losses. Standard deviations, information ratios and allocation targets may be higher or lower at any time. There is no guarantee that measurements will be achieved. Information provided should not be considered a recommendation to purchase or sell a particular security. RSWM does not provide tax advice.
Account Specific Information
If you are accessing this site to obtain information concerning your specific client account, it is important to note that we have provided the information regarding your account(s) based on sources we believe to be accurate. You are encouraged to compare your RSWM account information with the information contained on the statement from the custodian for your account for the corresponding time period. Please contact us or the account custodian with any questions you may have. Also, please notify us promptly if you do not receive statements on all accounts from the custodian on at least a quarterly basis.
Forbes.com America’s Top Wealth Advisors: State by State Ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: www.SHOOKresearch.com.
Barron’s Top 1200: The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. Please see http://online.barrons.com/report/top-financial-advisors for more information.
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