Robertson Beck strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes institutions, corporations, and wealthy individuals.
Traditional Asset Management
We provide equity, fixed income and multi-asset investment solutions:
Robertson Beck is focused on providing superior long-term investment performance and high-level service to a varied client base including high-net-worth individuals and institutional clients. Based on our improved staff productivity and expertise, we are able to provide our clients an inclusive range of investment management solutions.
Alternative Investment Partners
Private markets, hedge funds, multi-alternative and liquid alternative portfolio solutions:
The Robertson Beck Alternative Investment Team is specialized in providing services for institutional clients and high-net-worth investors, thus helping them achieve their financial goals through creating and implementing alternative investment strategies.
Our investment professionals efficiently merge knowledge and expertise in fund investing, equity co-investments, secondary investments, private equity and multi-asset class investing in order to offer our clients access to a variety of opportunities. Among the solutions we offer are: managing alternative investment portfolios, implementing continuation strategies, promoting diversification through involvement of multiple investment strategists and fiduciary management.