Chuck Roberts (Stifel) | Blogger

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Showing posts from April, 2017

Why Chuck Roberts Offers Exchange Traded Funds

Chuck Roberts serves as Managing Director/Investments for The CR Wealth Management Group of Stifel. Leveraging experience built over several decades in the investment services industry, Chuck offers numerous investment products and services, often incorporating exchange traded funds (ETFs) into a specific investment approach. ETFs represent a portfolio of stocks, bonds, or other investments that are designed to track a corresponding index. Similar to a mutual fund, ETFs offer a diversified investment with a single product. However, ETFs offer liquidity by trading throughout the day like a stock. ETFs are also generally tax efficient. While diversification (or asset allocation) does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and reducing risk. Most wise investors partake in an asset allocation plan of some type. ETFs can be a beneficial tool in most allocation plans since the investor is essentially buying

About Me

At the New York City office of Stifel, veteran financial advisor Chuck Roberts serves as a Managing Director/Investments. In addition to holding a B.S. in Economics and a B.A. in Business Administration from Stony Brook University, Chuck has garnered a number of designations, including the Certified Investment Management Consultant (CIMC®) designation from the Investment Management Consultants Association and the George Washington University School of Business. Prior to joining Stifel in 2016, Chuck worked for more than 11 years at Morgan Stanley, where he was a Managing Director.

In his position with Stifel, Chuck Roberts leads as one of two senior partners in charge of The CR Wealth Management Group. He and his team deliver personalized, objective financial advice for corporations, endowments, extremely wealthy individuals and families, pension plans, and other diverse clients. As a Certified Investment Management Consultant® designee, he uses a practical process to help clients evaluate their financial circumstances and determine their short- and long-term goals. From there, he develops and implements customized investment strategies that encompass an array of products and services flexibly adapted to address clients’ evolving needs.

Away from his professional duties, Mr. Roberts values time spent with his family at their West Village home. He enjoys taking annual vacations to St. Barths, as well as summer sojourns in the Hamptons, where he appreciates the opportunity to go on long walks with his dog down the beach at dawn.