Loading . . .

Our mission is to transform the wealth management experience by delivering institutional-quality investment solutions, personalized wealth planning, and intelligent digital solutions all within a fiduciary relationship where our clients are our highest priority.

OUR STORY

Building on the legacy

Robertson Stephens had origins in San Francisco, California, and rapidly grew into one of the more storied and successful investment banking firms in the financial services industry. Focusing primarily on technology companies, Robertson Stephens had deep roots in Silicon Valley and helped underwrite and bring to market some of the most recognized and enduring firms of the ’90s. Names such as Pixar, E-Trade, Mapquest, Sun Microsystems, Seagate, and others whose rise epitomized the booming growth economy of the 1990s.

Building on that legacy we are a privately-held, national wealth management firm today servicing entrepreneurs, business owners, executives, family offices, and institutions. We pride ourselves on our values of integrity, collaboration, innovation, and transparency. Those values drive a highly personalized client experience that combines the high touch of a specialized firm with deep and extensive resources. Our clients have access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all with the fiduciary relationship that they deserve.

Our Values

Integrity

We hold ourselves to the highest ethical standards as a fiduciary to pursue the most appropriate investments for our clients.

Transparency

We provide our clients with clear and complete information so that they can make well-informed financial decisions.

Collaboration

We take a team approach to help our clients reach their goals, working to ensure all aspects of their financial life are addressed.

Innovation

We challenge the status quo by constantly working to create a personalized digital experience for our clients.

Transforming the wealth management experience

We’re driven by innovation and offer comprehensive solutions that are designed to help ensure long-term financial success for your clients.

Independent Advice

At Robertson Stephens, we are a fiduciary, meaning we always pursue the most appropriate investment and financial solutions for your clients. Our core principles of trust, integrity, transparency, collaboration and innovation govern how we act and provide a foundation for our objective advice and superior service.

Comprehensive Holistic Planning

We offer holistic wealth planning geared towards protecting legacies and building wealth while addressing your client's complex family and relationship dynamics. Collaborating with your clients to implement long-lasting wealth plans that incorporate their needs, goals, and aspirations is of utmost importance."

Institutional-Quality Investments

Our objective is to help your clients achieve short-term and long-term investment goals through our expertise in traditional and alternative investment opportunities. We factor in the risks and rewards of every opportunity and are committed to developing tailored, robust portfolios for your clients.

Intelligent Digital Solutions

We believe that delivering truly personalized financial advice requires industry-leading technology and advanced analytics. We have engineered our digital experience for the modern wealth management client. Our interface enables our clients to monitor their wealth through personalized dashboards and comprehensive reporting, all on a secure platform.