About Us

FIRM OVERVIEW

Robertson Wealth Management provides discretionary and non- discretionary investment management services and bespoke solutions to families, foundations and global institutions.

Founded in 1994, we manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources.

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Our Heritage

1970ˢ

W. Michael Robertson starts his careers in Investment management setting up one of the first Single Family Offices within Bache Halsey Stuart Shields Incorporated. He initially combines physical commodities trading (Silver), Private Equity and Energy infrastructure.

1980ˢ

W. Michael Robertson trades silver futures contracts for Nelson Bunker Hunt. The investment thesis leads to Silver Thursday.

1990ˢ

In 1994, Robertson Wealth Management is founded.

2000ˢ

W. Michael Robertson is ranked number #3 for assets under management by Registered Rep. magazine. Robertson Wealth Management adds Distressed Credit and an Opportunistic Credit Fund focused on gaming and Energy. (Private Placement for Accredited Investors) In 2009, Robertson Wealth Management launches Straight Talk Money, our nationally syndicated morning talk show.

2010ˢ

Robertson Wealth Management is Ranked Top 400 by The Financial Times in 2015 & 2016.

Our Approach

Your doctor has taken that oath; what about your investment manager?

Robertson Wealth Management takes capital preservation seriously. Our first goal is to do no harm to your portfolio or to your ability to make potential profits when the time is right. How can we do this?

We believe understanding overall market direction is the single most important factor that determines success in the market. Being right means that gains are easy; being wrong means that losses are probable. Our unique strategy for monitoring market direction, based on the insight of Harry S. Dent, provides critical information about demographic shifts that recognize economic swings.

As the Baby Boom generation retires, there will be declines in consumer spending and slower economic growth. In our opinion, this presents an especially risky investment environment for today’s investors. A good doctor should recognize the emerging signs of illness, and your investment advisor should recognize when the market is becoming too risky. Dedicated professionals using the best current technology are essential in both cases.

Losses harm your financial health, but they may also harm your confidence and impair your judgment. Often, investors ride out the bad times only to find that they miss the eventual good market because they are emotionally unable to recognize the opportunity. While our primary goal is to avoid losses, we will be prepared when it is time to invest more aggressively.

We keep learning, we keep improving. We have done that for 36 years. Our mission is to ensure our customers benefit from a long-term relationship with professionals who are dedicated to their financial health.

Our Family Office Heritage

Robertson Wealth Management is proud of our family office heritage. The idea, derived from trading sliver for the Hunt Family, has led to one of our market-leading businesses. We partner with exceptional entrepreneurs and provide unrivaled advantages: a permanent capital base, alignment of interests with stakeholders, and investment flexibility. We focus on themed based investing and we never forget that our most valuable asset is our good name. We do everything we can to protect it. We never allow profit to distort our judgment. We have a sacred trust to protect our customers.

In the long run those firms which survive and prosper are those who maintain conservative policies and put their customers interest first. We didn’t just become a fiduciary, we have been for 42 years.