Independent Fiduciary

We are a fiduciary. That means you are always our highest priority.

Our Fiduciary Philosophy

We have a fiduciary duty to you. That means your interests come first. We live by our values of stewardship, innovation, collaboration, curiosity, and integrity to provide objective advice.

Our Fiduciary Process

We design and build a wealth plan tailored to your needs. Your success is our lodestar.

We create and implement a portfolio of investment solutions personalized for you.

At every step in the process, we seek to provide independent guidance informed by our deep knowledge, experience, and resources.

Our People, Our Commitment

Our fiduciary duty is at the core of our relationship with you.

When we act as your advisor, we are a buyer for you, and not a seller to you.

Everyone at Robertson Stephens sits on your side of table, advising you on the best course of action for your wealth.

Everything we decide to do is viewed through the lens of ‘Does it help our clients?’

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Independent Fiduciary

Our Fiduciary Philosophy

Our Fiduciary Process

Our People, Our Commitment

Raj Bhattacharyya

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