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Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

Our Story

Building on the Legacy

Our mission is to transform the wealth management experience by delivering institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions all within a fiduciary relationship where you are our highest priority.

Robertson Stephens had origins in San Francisco, California, and rapidly grew into one of the more storied and successful investment banking firms in the financial services industry. Focusing primarily on technology companies, Robertson Stephens had deep roots in Silicon Valley and helped underwrite and bring to market some of the most recognized and enduring firms of the ’90s. Names such as Pixar, E-Trade, Mapquest, Sun Microsystems, Seagate, and others whose rise epitomized the booming growth economy of the 1990s.

Building on that legacy we are a privately-held, boutique wealth management firm today servicing entrepreneurs, business owners, executives, family offices, and institutions. We pride ourselves on our values of integrity, collaboration, innovation, and transparency. Those values drive a highly personalized client experience that combines the high touch of a specialized firm with deep and extensive resources. Our clients have access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship that they deserve.

Our Values

Integrity

Integrity

We hold ourselves to the highest ethical standards.

Transparency

Transparency

We provide you with clear and complete information so that you can make well-informed financial decisions.

Collaboration

Collaboration

We take a team approach to help you reach your goals, ensuring all aspects of your financial life are addressed.

Innovation

Innovation

We challenge the status quo by constantly working to create better solutions for you.

INDUSTRY RECOGNITION

Please see our Awards Disclosures

Meet the Team

We are a boutique firm that offers a comprehensive suite of wealth management solutions.

Talk To Us

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Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Join The Team
Who We Are | What We Do | Insights | News Room | Join The Team

Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio