Disclosures

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor.  Robertson Stephens is a wholly-owned subsidiary of Robertson Stephens Holdings, LLC (“RSH”) and an affiliate of Long Arc Capital LP.  More information about Robertson Stephens may be found in our Form ADV Part 2A which is available upon request from the firm or may be viewed online at https://www.adviserinfo.sec.gov/.

Investment Commentary

Information presented has been carefully compiled from sources believed to be reliable, but Robertson Stephens cannot guarantee its accuracy or completeness. Material is for general informational purposes only, does not constitute investment advice or 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. Information, views and opinions are current as of the date presented and are subject to change. 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 projections are not guaranteed and may not be achieved. Investing entails risks, including possible loss of principal.  Any discussion of U.S. tax matters should not be construed as tax-related 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.

Rankings

Forbes.com America’s Top Wealth Advisors Feb 2019: 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 https://www.barrons.com/report/top-financial-advisors/1000/2019  for more information.

Rankings, awards and/or recognition does not imply any guarantee of a certain level of results, nor does it represent a current or past endorsement of  RSWM by any of its clients.


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Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. All other trademarks are those of their respective owners.