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Portfolio Management

Investment Strategies built for financial planning.

The world of investing is exciting, rewarding, and full of options to pursue. But there are also pitfalls to consider. We know that you’ve worked hard for your money, and investing should feel less like a gamble and more like a logical conclusion. That’s why we use the very latest investment technology to craft investment strategies that not only yield results, but reward your hard work with trackable, growing, returns.

Adaptive
Investment Strategy

Because you want to know your investments are in the hands of those you trust.

We help plan and implement investing strategies in-house at Roberts. Because your investment future shouldn’t be left up to strangers, it should be in the hands of friends.

No More Crystal Balls.

Advisors have historically managed money two ways: trying to repeat the past and trying to predict the future. Both have produced unreliable ends. Roberts portfolio technology allows us to use adaptive technology to read buy and sell signals happen today and build portfolios responsive to today’s market conditions, not yesterday’s or tomorrow’s.

How We Do It

The strategy seeks to provide exposure to growth investments with an emphasis on total return in all market environments using quantitative factors to evaluate a diversified lineup of investments. The strategy has the ability to invest between 0% and 100% cash. First with portfolio creation, then portfolio surveillance, as
shown below.

 

Portfolio Creation

Set Portfolio Objective

Each portfolio is defined by a set investment objective which guides a fiduciary asset selection and observation process.

Set Asset Selection
Boundaries

A documented strategy sets the risk tolerance, time horizon, asset allocation and other key factors to applying ECLIPSE’S surveillance to the portfolio

Set Securities List

The strategy then narrows the universe of observable securities into a target list of potential investments into a particular portfolio.

Portfolio Creation

Set Portfolio Objective

Each portfolio is defined by a set investment objective which guides a fiduciary asset selection and observation process.

Set Asset Selection
Boundaries

A documented strategy sets the risk tolerance, time horizon, asset allocation and other key factors to applying ECLIPSE’S surveillance to the portfolio

Set Securities List

The strategy then narrows the universe of observable securities into a target list of potential investments into a particular portfolio.

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