Loading . . .

The Experience

A comprehensive wealth management offering. An open-architecture investment framework. Innovative technology—and the human support to make it work for you. Resources to boost your client communications and streamline your workflow. A seasoned team with institutional know-how and entrepreneurial energy. And the empowerment to run your practice your way. That’s the Robertson Stephens partnership culture.

A Culture of Collaboration

A Culture of Collaboration

Autonomy and cooperation. Empowerment and support. Community and trust. At Robertson Stephens, we’re a team of teams: we work with you and for you so you can optimize your practice your way.

Leadership Forum

An annual gathering where advisors and senior leaders convene to strategize, set priorities, plan, and network. It’s our opportunity to share our triumphs and define our direction together.

Business Best Practices

A monthly open forum where advisors talk about new ideas and celebrate successes. This forum is also an opportunity for advisors to check in with senior leadership about growth opportunities and let the team know what they need to hone the client experience.

Advisory Committees

Standing teams of advisors and functional leaders in each major department, including Investments, Wealth Planning, Technology, Marketing, and Operations— work side by side on product ideas, new capabilities, and tools and technologies.

Monday Morning All-Hands

A weekly opportunity to share successes, celebrate new client acquisitions, and get inspired. We discuss innovations and brainstorm great ideas we can all use with our clients to keep Robertson Stephens moving forward.

Training and Check-Ins

Periodically scheduled or as-needed check-ins with each area’s functional experts – from monthly Wealth Planning office hours and portfolio brainstorming sessions with the Investment Office, to support from the various tech leads when required. Our central resources work closely with you to make you the most efficient version of yourself.

Tapping Expertise

Our various advisor teams have tremendous expertise across multiple topics and various states. Our collaborative culture requires a simple email to the advisor group to check in on a client situation or a state-specific requirement, saving you hours of research.

Enhancing Client Service

Your client service team has a network of other client service professionals and central operations team members who serve as a network for each other. The network enhances efficiency and allows us to provide the best experience for our clients.

Central Resources

Central Resources

Empower yourself to focus on the work you’re passionate about—we’ve got everything else covered. We support our advisors with a wide range of investing and wealth planning resources, including a flexible bespoke tech stack—and the human support you need to integrate it into your workflow. That frees you up to focus on running your practice your way.

Investment Office

Portfolio management, alternative investments, hedging, content, education, and support to help grow and close new business.

Compliance

Management of regulatory exams, audits, risk assessments, regulatory filings, marketing and advertising reviews, and account supervision.

Wealth Planning

Financial planning expertise and support, content, regulation oversight, training, and a partner when working with clients and prospects.

Operations

Client-facing tasks, account servicing with our custodians, partnering with our finance team on quarterly billing, custodian, and vendor relationship management.

Technology

An advisor tech stack, client management expertise, trading and performance reporting, custom workflows, new technology applications, and client-facing technology to keep clients informed.

Finance and HR

Client billing, expense management, office and real estate management, annual budgeting, payroll, and insurance. Benefits management, employee training, career development, and recruiting new team members.

Marketing

Tailored strategy and consultation, assistance with client and prospect segmentation, and execution of traditional and digital marketing tactics to help you to grow your practice.

Empowerment

Empowerment

We provide our advisors a level of empowerment to manage their clients and teams as they see fit while providing support that works for them.

Marketing Execution

Advisors know their local market and how to attract new clients. Our marketing team partners with each team to customize and amplify the current plan by bringing new ideas and execution advice to increase their marketing effectiveness.

Client Communications

Advisors have access to communication options and tools to enhance client engagement, including quarterly letters, monthly e-newsletters, and wealth planning reports. The firm also provides a CRM to manage households and track activities.

Client Service

Advisors service clients in their own way by utilizing processes, workflow communications, and materials that make them successful while implementing new tools and resources the firm provides.

Automated Workflows

Advisors work closely with our technology department to strategize, develop, and execute operational workflows that are more efficient and effective for managing client tasks.

Dedicated Staff

Advisors know the talent they need to deliver high-quality client service, so we leave the day-to-day management of their teams and decisions on whom to hire.

Investments

Investments

An in-house Investment Office helps support advisors on all aspects of client investments, particularly when working with high-net-worth and ultra-high-net-worth clients, including:

Portfolio Management

Produce proprietary investment model portfolios enabling you to outsource the time spent on tasks such as constructing, monitoring, and rebalancing investment portfolios for your clients. We also provide asset allocation recommendations and conduct asset manager due diligence -, including direct-indexing, mutual funds, and SMAs.

Educational Content

Publish manager fact sheets, monthly model portfolio reports, weekly and quarterly commentary, breaking news commentary and press content. In addition, access to our internal monthly investment committee meetings and webinars with investment managers generates creative content and relevant insights to you that can be shared with your clients and prospects.

Hedging Solutions

Provide hedging strategies to reduce exposure to single stock positions and diversify from the illiquid LP holdings, and We also evaluate and implement structures for your clients to minimize volatility, generate income or protect gains.

Organic Growth

Partner with your team to generate investment solutions for meetings with existing clients and help you win sophisticated new clients. The process is anchored with qualitative judgement and quantitative analysis to review existing portfolios.

Alternative Strategies

Research private market investments and fund managers to provide information on solutions for you to share with clients and prospects.

Wealth Planning Solutions

Wealth Planning Solutions

Our Wealth Planning team delivers on the value proposition by creating customized plans to meet clients' objectives, solve their challenges, and protect them from risks. The team presents dynamic plans demonstrating the impact of recommendations and risks in real-time, motivating clients and prospects to act. Our wealth planning services include:

Plan Expertise and Support

We partner on all client planning needs, conduct extensive research, and build client-specific solutions as an extension of your practice.

Content

We provide a consistent stream of client-approved content to share with clients, prospects, and centers of influence.

Asset Gathering

We work with your team to strategize and develop an approach to acquiring new and existing client assets. We present wealth planning ideas and scenarios to clients and prospects through an interactive experience, so they always feel they are being heard and part of the process.

Staying Ahead

We monitor market, economic, regulatory, and tax environment changes to ensure that your clients can take advantage of opportunities and protect themselves against threats. We help you stay informed, prepare for client questions, and execute the necessary requirements for your clients’ wealth plans.

Education

We provide one-on-one and team training to employees to enhance their planning capabilities and help them feel confident using our plan tools.

Innovative Technology

Innovative Technology

Our technology solutions and dedicated team of experts can help you increase the efficiency and effectiveness of your practice while enhancing your overall client experience. Our technology team provides:

Advisor Tech Stack

Integrating all advisor-facing technology allows you to save time by giving you the opportunity to find your information in one location. This includes portfolio management, CRM, financial planning, trading and rebalancing, tax management, risk management, and partnership with our custodians.

New Applications

Stays on top of new technologies, like the impact of Artificial Intelligence, to improve advisor workflows and deliver better client experiences. This includes meeting with new vendors, testing their products, and bringing in advisors to pilot new capabilities.

Client Management

Allows you to manage your prospects and client households to better communicate, update, and keep track of client activities so that you can take advantage of opportunities in the household while improving service levels.

Trading and Performance Reporting

Automate trading and rebalancing across model portfolios to streamline your practice. Deliver quarterly performance reporting to allow your clients to easily understand their investments and their overall portfolio.

Workflows

Configures technology infrastructure to simplify your team’s workflows so that you can be more efficient and manage tasks more effectively.

Client-Facing Technology

Provides sophisticated tech capabilities to address the needs of current clients while attracting high-net-worth prospects to your practice.

Marketing

Marketing

Advisors know the importance of marketing their practice, but many do not have the time, experience, or staff to develop and execute a marketing plan. The marketing team provides you and your team with outsourced support, covering all aspects of traditional and digital marketing. The team helps each advisor team with a custom marketing plan that includes:

Strategy and Consultations

We’ll work with you and your team to develop a local marketing strategy designed to achieve your goals. And we follow up with monthly consultations to ensure that strategy turns into action.

Segmentation

We analyze your clients, prospects, and centers of influence to pinpoint optimal segmentation. That means we target our campaigns and content for maximum engagement—and grow your new client introductions.

Traditional Marketing

We build effective, precise campaigns for you and your team. We’ll take care of everything, from office branding to marketing materials to seminars and events. If you’ve got an approach that works for you, we’ll amplify it—and if you’re new to marketing, we’ll get you launched.

Digital Marketing

We’ll help you hit your goals with comprehensive digital marketing. We’ll do it all, from updating your bios and office pages on our website to fine-tuning your SEO. We’ll make sure you’re heard in the right places with email marketing, social media content, digital ads and videos.

Reporting

We’ll measure your results for maximum returns. We partner with our tech team on CRM, including an end-to-end prospect sales funnel that tracks all new clients and assets, so we can fine-tune your approach to achieve your goals.