Our Offices
810 7th Avenue
Suite 615
New York, NY 10019
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The Robertson Stephens New York office offers comprehensive wealth management solutions tailored to high-net-worth individuals worldwide. As fiduciaries and stewards of wealth, we provide expert financial advice that allows our clients to focus on their lives, knowing we are looking after their finances. Our clients—entrepreneurs, business owners, tech executives, and young professionals—value a wealth management experience that matches with their pace and lifestyle.
We take a holistic approach to financial well-being, ensuring every aspect of your wealth is thoughtfully managed. Based on comprehensive financial planning, we design institutional-quality investment portfolios. We also oversee key elements of your broader financial strategy including estate planning, taxes, and insurance to identify potential blind spots.
For those interested in values-aligned investing options, we offer strategies including ESG integration, thematic impact investing, and innovative philanthropic solutions.
With a commitment to excellence, we work tirelessly to earn your trust and provide an outstanding client experience.
We bring institutional-quality investment strategies to individuals and families. We work across private and public markets to design and manage portfolios tailored to your specific needs. Our goal is simple: to help protect and grow your wealth with a disciplined and transparent approach that always puts your interests first.
We believe a strong financial future starts with a thoughtful plan. We take the time to understand your goals, dreams, and what truly matters to you. The wealth plan we create serves as a dynamic roadmap, helping you navigate uncertainty and make informed decisions at every stage of life.
Making your life easier is a priority for us. We collaborate directly with your tax, estate planning, and insurance professionals to ensure every aspect of your financial well-being is aligned and working together seamlessly.
May 21, 2025 – There are good reasons to be confused about the current state of the U.S. economy. These past weeks have seen a slew of economic data telling very different stories. Simultaneously, the pace of change in the markets has only been surpassed by the speed of developments in government policy, leaving many wondering what comes next.
As we’ve previously discussed, the primary player in the current economic landscape is the federal government, mostly through its trade and fiscal spending policies, but also through its impact on immigration, regulation, and business sentiment. On trade, little appears resolved. While some country-specific tariffs have been suspended until July 8th, a broad 10% tariff and other industry- and country-specific measures remain in place. To date, only one trade deal of minimal consequence—with the U.K.—has been announced. A 90-day mutual suspension of tariffs with China was welcomed by investors, but tariffs on Chinese goods remain at 40%, and the path forward is unclear.
April 11, 2025 – For much of the past decade, the Fed played a central role in the US economy. From innovative programs such as Quantitative Easing (QE) that emerged in the wake of ’08, through the Covid response, and culminating in the interest rate hikes of 2022, investors saw the Fed as a dominant force influencing asset prices from homes to US equities. The first quarter of 2025 saw this role usurped. Not by market forces, as some had hoped, but by the US government. Specifically, policies on trade, immigration, and government spending are reshaping the economy of the US and those of many other countries around the globe.
The current administration’s policies are not happening in a vacuum. The first Trump administration levied tariffs on China, and the Biden admin left these in place; the challenge of illegal immigration has been simmering for years, if not decades; and, the increase in the Federal deficit over the past decade is known to be unsustainable. Still, the speed and magnitude of the policies enacted over the past five months have shocked many and suggested an administration ready to act on its beliefs at the cost of what they see as short-term economic pain.
March 5, 2025 – The wave of economic optimism that prevailed at the end of 2024 has crashed on the shores of a complicated economic and policy landscape. Here’s what’s happening.
First, a bevy of economic indicators suggests that the economy could be slowing faster than previously expected. Consumer spending declined in January for the first time since March 2023, and consumer inflation expectations have risen, with projections for the next 12 months climbing to 4.3%, up from 3.3% in January.[1] Business activity growth also stalled to start the year, with the S&P Global’s Purchasing Managers’ Composite Index falling to 50.4 in February, a 17-month low.[2] Any number below 50 would indicate a contraction in business activity.
455 Market Street
Suite 1450
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
