Who we serve
Robertson Beck provides investment management services principally to:
- Individual Investors
- Pension Plans and Plan Sponsors
- Family Offices
Our approach is that of an investment manager either for a single investment program or to implement a broadly diversified alternatives portfolio, complementing the role of your investment consultant and staff as the overseer of your entire portfolio. We provide commingled funds for all programs and offer separate accounts to eligible investors for a range of directional, relative value and diversified hedge fund strategies as well as commodity investments.
Fundamental to our approach to alternative investing is education and on-going due diligence and risk management. We recognize that among the greatest challenges faced by plan sponsors is the effective and efficient matching of liability streams and, for some, the uncertainty of plan funding. And, therefore, it is critical that alternative investment programs are effectively integrated with traditional long-only equity and fixed income portfolios to ensure that the portfolio in aggregate is capable of providing target returns and liquidity within your specific risk tolerances.
Robertson Beck has managed pension assets affiliated with nonprofit organizations, including hospitals, colleges and universities. Recently we broadened our plan sponsor universe beyond this nonprofit community to include corporate and public defined benefit plans.
We closely cooperate with other financial advisors and affiliated industry representatives in order to create and implement alternative investment portfolios incorporating strategies and asset classes such as:
- Venture Capital
- Private Equity
- Natural Resources
- Hedge Fund Strategies
- Distressed Investing
Family Offices and Trusts
Most of the times, the management and supervision of private and family investments are closely connected with serving affiliated family offices and trusts. Moreover, family offices and trusts inquire professional asset management due to the fact that traditional providers of investment services typically lack the ability to offer alternative asset management.
Governance Structure and Philosophy
Robertson Beck offers a wide range of investment management solutions and related services to: nonprofit organizations and their related entities; mutual funds; pension funds, hedge funds; endowment funds; family offices and other long-term investors. Each type of client follows a particular investment approach. One of our major goals is to expand the financial resources of the nonprofit community through fund management, investment advisory services and related educational activities.
Institutional Investors and High-Net-Worth Individuals
We provide strategic consultancy and investment management services through a highly qualified team of experts. We assist our clients by delivering individualized solutions specially designed to meet their needs and comply with their innovative insights. We offer a wide range of services through a well-developed capital markets platform. We connect people, resources and business ideas in order to add value to the financial industry.
We are determined to create, maintain and develop quality relationships with our clients through our distinguished consulting services and management solutions. Our investment managers are committed to provide in depth research and ultimately identify corresponding recommendations.
We help our clients in terms of:
- Customized advisory and assistance
- Investment management structure
- Performance assessment
- Risk management policy
- Investment policy
- Asset allocation policy
- Other specific requests