Investments

A quality investment portfolio is key to achieving your financial goals. Our team of experienced investment professionals knows how to help protect and grow your wealth. 

Our Philosophy

We seek to protect and grow your capital while constructing a portfolio aligned with your objectives. In a world of uncertainty, we rely on rigor, discipline, and process. We challenge the status quo, and we form our own opinions based on quantitative and qualitative analysis. We approach the investing landscape with both skepticism and confidence. 

We believe in prudent diversification–and in the judicious use of concentrated and contrarian positions. We seek to optimize risk-adjusted returns—while incorporating the effects of fees, taxes, and other real-world considerations. We believe private market strategies, when appropriate, can play an important role in complementing public holdings. We put your plan, your objectives, and your values at the center of everything we do.  

Our Process

  • Our investment strategy is built on your investment profile, and we always keep your unique circumstances and objectives in mind. 
  • We tailor your portfolio to fit your risk profile, tax sensitivity, liquidity needs, and values.  
  • We draw on our years of experience with investment principles pioneered by institutional investors, family offices, and endowments. 
  • We focus on long-term investment strategies intended to grow your wealth, and we seek to curate public and private investments that offer the best risk and return profiles.  
  • We identify investment themes that we believe remain durable across macroeconomic and market cycles. We plan strategically for the long term–and we try to take tactical advantage of short-term opportunities.  
  • We are vigilant in our approach. Our investment strategies are undergirded by a thorough due diligence process. We monitor our recommendations closely, and we adjust as circumstances change. 

Our People

  • We are trained investment professionals with extensive investment management, family office, venture capital, and investment banking experience. 
  • We have extensive experience as direct investors across traditional public asset classes and private strategies. 
  • We hold ourselves to a high standard, constantly challenging the status quo and improving our investment process to deliver the best possible investment solutions. We know it’s a privilege to put our craft to work to help our clients achieve their goals. 

 

quote

Robertson Stephens recognizes the need to tailor the investment strategy, accommodating each generation’s diverse goals and risk profiles.

quote
Stuart Katz

Stuart Katz

Chief Investment Officer

Lorem ipsum dolor con sit

Let’s Start a Conversation