Our mission is to provide personalized wealth planning, advice, and management services to assist with your monetary needs now and in the future.
Our intention is to work alongside you for the duration of your financial life as together we explore a financial course to fulfill today’s needs, tomorrow’s dreams, and a strategy to build a lasting legacy for future generations.
We will do our best to keep you focused on where you want to go, offer advice on how best to get there, and continually remind you of the importance of maintaining a disciplined investment approach to achieve your financial goals.
We are a Florida Registered Investment Advisory (RIA) firm founded in January 2022 by Tom Robinson, PhD, CFA, CFP, CAIA.
Our founder Tom Robinson has over 30 years experience in financial services and financial education. Tom is a Chartered Financial Analyst (CFA), a Certified Public Accountant (CPA) (Retired – Ohio), a Certified Financial Planner® (CFP®), and a Chartered Alternative Investment Analyst (CAIA). He holds a bachelor’s degree in economics from the University of Pennsylvania, and a master’s and doctorate from the Weatherhead School of Management at Case Western Reserve University.
Value Investing using Index Products (Mutual Funds or ETFs) A great deal of investing today is done on a passive basis. Pooled investment vehicles (mutual funds) or ETFs are designed to follow and track an index which is based on
Why should you consider being a value investor? Over the long-term, value investing has performed very well – generating higher compound annual returns other strategies. These long-term returns are typically based on formulaic strategies that classify securities into Value and
Its Value + Growth not Value versus Growth Most pundits (and index creators) talk about value investing in contrast to growth investing and view value investing as investments in stocks selling at low prices relative to some underlying fundamental measure
Active Versus Passive Investment Management Quite often I pick up popular financial publications reporting the results of another study showing that active investment management does not work. Unfortunately, many of these studies state conclusions that are much stronger than the
2021 was a strong year for the stock market as a whole. It was also a good year for investors with diversified asset allocations which match their risk tolerance. At the extreme if you invested solely in the Standard and
I am sure you have all heard the phrase “do not put all your eggs in one basket!” Diversification is a core concept for building wealth for the future – whether you have a short-term or long-term horizon. If you
A great deal of research shows that mutual funds outperform the accounts of investors who are investing in those mutual funds.[1] This is due to the timing of investors’ decisions. Investors are human and subject to emotional decisions, often investing
Hello. After 15 years serving in not-for-profit leadership positions at CFA Institute (Managing Director of Education globally for the organization that administers the premier investment certification globally) and AACSB International (CEO of the primary global accreditor of business schools), I
