Portfolio Managers

The Private Investment Management program gives you professional portfolio management and the added benefit of your  portfolio manager's personalized service.

To achieve this distinction, the portfolio managers at Robbins Farley have met a series of high standards to qualify, among which include:

  • Met our firm's requirement for experience in the securities industry
  • Successfully completed portfolio management advanced training program
  • Passed an ethics examination that complies with the standards of the Association for Investment Management and Research (AIMR) process

Personalized Investment Management

Our team helps guide you along your personal journey by delivering portfolio management specifically tailored to you.

We construct your portfolio with consideration for risk tolerance, time horizon, and other specific criteria. We strive to find the right mix of investments and asset types to help you achieve your objectives.